We are pleased to share that Forbes has recognized Liang Lee of WestPac Wealth Partners as a Best-In-State Top Financial Security Professional. This achievement is a well-deserved honor for Liang, and it is no surprise to us at WestPac. Liang's outstanding success can be attributed to his extensive experience and unwavering dedication to his community.
Having grown up in New York City, Liang began his financial services career at just 17 years old. After gaining invaluable experience at Goldman Sachs and graduating from Stony Brook University with exceptional accolades, Liang made significant strides on Wall Street, working with renowned investment banks such as Merrill Lynch and Credit Suisse's Fixed Income division.
This experience eventually led him to a momentous decision to move to Hawaii in 2005, where he managed substantial investment portfolios for both institutional and private clients as Vice President at the Bank of Hawaii. Despite the challenges posed by the 2008-2009 financial crisis, his experience in handling complex securities and effective risk management helped yield remarkably positive returns.
In 2011, driven by his entrepreneurial spirit and a desire to benefit individuals and families directly, Liang made the life-changing choice to join WestPac Wealth Partners.
It's worth noting that Liang's journey has come full circle as he and his family recently returned to the East Coast, where he grew up and where many of his clients reside.
Once again, we extend our warmest congratulations to Liang Lee for this well-deserved recognition by Forbes as a Best-In-State Top Financial Security Professional. His journey and achievements truly inspire us all.
SOURCE: FORBES.COM HAWAII TOP SECURITIES PROFESSIONALS (AWARDED JULY 2023. DATA COMPILED BY SHOOK RESEARCH LLC FROM 12.31.21-12.31.22
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 is a wholly owned subsidiary of 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 Number - 0H50389, AR Insurance License Number - 16202373. | 2023-159538 Exp. 08/25 | This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2023 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.