Edward Lee, Vice President at One Wealth Management, has over 17 years of experience across talent development, risk management, operations, lending, and client relationship management, working for various banks and financial institutions. Throughout his career, he acquired and developed valuable product knowledge across multiple lines of business with a greater emphasis on better serving both enterprise colleagues and clients. In 2021, Edward left the banking industry to pursue his career in financial wealth advisory with One Wealth Management, where he currently runs his own practice.
As a highly committed and focused financial professional, Edward is passionate about building trust and maintaining a long-lasting relationship with his business and consumer clients. His tenacious approach in serving his clients has been a great motivator for his personal and professional development. He believes relatability is humility in getting to know and understand the client’s diverse background and financial needs, a philosophy his parents taught him early on in his life. Edward’s parents immigrated from South Korea to the United States for a better opportunity for themselves and for their children, and to live in a diverse and inclusive environment. From this upbringing of solid work and personal ethics, Edward strives to do what’s best for his clients. Knowing the peace of mind the clients receive, fuels his desire to continue his service in providing financial wellness to the community.
Edward currently resides in Glendale, California, with his wife, Sue, and their two children. He enjoys spending time with his family doing outdoor activities like swimming, camping, and traveling to different historical establishments while experiencing eclectic eateries. Edward is a proud Angeleno and an avid sports enthusiast. He enjoys watching the Dodgers, the best MLB baseball team, win. He welcomes anyone who wants to challenge him in analyzing the American pastime sport’s stat sheet. Edward has a Bachelor of Science degree in Finance from Cal State Northridge.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).