| Company: | Kingswood Wealth Advisors |
| Contact: | Paul Lee |
| Address: | 110 E. Wilshire Avenue, Suite 301 |
| City: | Fullerton |
| State: | CA |
| Zip: | 92832 |
| Phone: | 949-910-1488 |
| Fax: | -- |
| Email: | PLee@KingswoodUS.com |
| Website: | www.KingswoodUS.com |
About My Practice
It is important to us to provide employees with educational training about their benefits, so we are proud hosts of the ProFeds Federal Retirement Impact Workshop. Available dates and locations for the Greater Los Angeles/Orange County area can be found at www.FedImpact.com/KWUS.
I am a Wealth Advisor at Kingswood Wealth Advisors ("Kingswood"), which is a registered broker-dealer and investment adviser based in Fullerton, California.
Kingswood provides personalized and holistic investment management and financial planning services based on the unique needs and objectives of its clients. I act as a fiduciary for my clients and work together with them to find the best solutions to meet their goals and risk tolerance. I have been advising clients for over 18 years in the areas of finance and investment management. As a wealth advisor, my purpose is to help clients meet and manage their financial objectives, whether they are in pre-retirement or already in retirement, by balancing risk management and efficient planning. My career has been built on helping clients make better decisions for their future and I draw upon a wide range of resources and strategies to achieve better outcomes.
The primary tenant of my practice is to provide exceptional service and unbiased, genuine advice when collaborating with clients. I am blessed to be a proud father of two daughters and resides in Southern California. I am a graduate of the University of Southern California and enjoy hiking with my family and playing golf when time permits.
Kingswood Wealth Advisors is a member of the Kingswood Group. Together we combine the resources and capital of a very large financial services firm with the personalized touch and feel of a boutique company. We listen to our clients and adapt to their needs. Kingswood wholeheartedly believes that good wealth advisors can make a supremely positive impact on the lives of clients and their families.
Offering Advice Since
2002
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Tax Planning Strategies
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life
Security Licenses: 7, 66, 24, 31
Charges to Clients for Services
Fee based on percentage of assets managed
My Association with the Office or Firm
Employee
My Broker / Dealer Affiliation
Kingswood Wealth Advisors LLC