Broker Check


Liang Lee

Liang Lee

Senior Partner

Liang is a well-respected, highly knowledgeable financial advisor who provides comprehensive planning to his clients, with focus on risk management, investments, and long term financial security.

Liang grew up and spent most of his professional life in New York City. He began his life in the financial services industry at the age of 17, working on the trading floor of Goldman Sachs. After graduating from Stony Brook University with a near perfect GPA, he developed his career at large investment banks, first at Merrill Lynch, and then at Credit Suisse's Fixed Income division, where he was a Director, responsible for structuring and trading billions of dollars of complex securities. Entrusted with committing large amounts of the firm's capital, Liang generated significant revenues over the years, while prudently managing risk. Having enjoyed a long and successful career on Wall Street, Liang fell in love with Hawaii, and in 2005 moved to live there with his wife Jennifer.

Later that year, he joined Bank of Hawaii as Vice President and Senior Portfolio Manager, managing large investment portfolios for the Bank's institutional and private clients. With his extensive experience in complex securities and risk management, Liang generated very positive returns even during the financial crisis in 2008 to 2009.

In 2011, Liang decided to join WestPac Wealth Partners as an entrepreneur, knowing that it would be more rewarding to work directly for the benefit of individuals and their families. He prides himself not only on his unique set of experiences, but also on his highest level of honesty and integrity.

In his free time, Liang enjoys surfing, playing tennis, traveling, and spending time with his wife Jennifer and their beautiful daughter Summer.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian, CA insurance license #0H50389, AR insurance license #16202373.