We are thrilled to announce that Senior Partner Liang Lee has been recognized by Forbes as a Best-In-State Top Financial Security Professional for New Jersey. This prestigious award is a testament to Liang's exceptional experience and dedication in the field of financial advising.
Liang is a well-respected, highly knowledgeable financial advisor who provides comprehensive planning to his clients, focusing on risk management, investments, and long-term financial confidence. His approach is thorough and tailored, helping to ensure each client receives the best possible guidance and support for their unique financial journey.
Liang's career is marked by a rich history of success and passion. After a long and successful tenure on Wall Street, he fell in love with Hawaii and moved there in 2005. It was in Hawaii that he began his journey with WestPac Wealth Partners in 2011, bringing his vast experience and deep financial knowledge to the firm.
In 2023, Liang and his wife Jennifer made the heartfelt decision to return to the east coast. Despite this move, Liang and his dedicated team continue to serve clients across the nation, working closely with families and businesses in over 15 states. His commitment to making a positive impact extends beyond his local community, reaching clients from coast to coast.
Liang's recognition by Forbes is a reflection of his unwavering dedication to his clients and his field. WestPac Wealth Partners is proud to celebrate this achievement and looks forward to seeing Liang continue to excel and make a difference in the lives of those he serves.
For more information on Liang Lee’s achievements and to read his full Forbes profile: https://www.forbes.com/profile/liang-lee/?list=best-in-state-financial-security-professionals
Liang Lee is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 677 ALA MOANA BLVD, SUITE 720, HONOLULU HI, 96813, 808-6952100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS or Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0H50389, AR Insurance License #16202373. | 2024-180018 Exp. 08/26
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.