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Liang Lee

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

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 as a Director of the Fixed Income Division at Credit Suisse, now part of UBS. There he was 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.

While in Hawaii 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 helped generate very positive returns even during the financial crisis in 2008 to 2009.

It was in Hawaii where Liang and his wife, Jennifer, celebrated the arrival of their daughter, Summer. Liang's time in Hawaii left a profound impact on him and his family, for which they are truly grateful. Having immersed himself in the Hawaiian way of life, Liang understood the importance of working directly for the betterment of individuals and their families. This led him to join WestPac in 2011 as an entrepreneur, seeking a more rewarding path aligned with his desire to make a positive difference in the lives of families. His decision was driven by his unique life experiences and also by his unwavering commitment to the highest standards of honesty and integrity.

In 2023, Liang and Jennifer made the heartfelt decision to return to the east coast. With clients spanning across the nation, Liang and his dedicated team continue to work closely with clients in over 15 states, bringing a positive impact not only to where it all began for him on the east coast, but to families and businesses across the country. Outside of the office, during times spent with his family and his clients, Liang enjoys surfing, playing tennis, and driving at the racetrack.

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. | 2023-161920 Exp. 9/25