Welcome to the team, Ben Lee!
Our clients receive best-in-class advice, no matter the scope because our advisors lean on the expertise available across our wide spectrum of products, team members, services and experience. We’re excited to announce that Ben Lee has joined our team of esteemed Associates.
“We are thrilled to welcome Ben Lee and all of his clients to the ZLC family. We set a very high bar at the firm for the level of expertise and commitment to client experience, and Ben has exemplified these traits well in his career thus far. I know as the firm continues to grow, Ben will be a significant contributor to an expanded client base and demographic.”
Ben is a financial advisor with over 12 years of experience. Ben focuses on serving high-net worth clients who often use a corporate or trust set up. Ben loves to help clients solve their challenges in preserving wealth throughout the generations and brings his unique perspective as a first generation individual into his practice. He speaks Mandarin fluently and Cantonese conversationally.
When he’s not in the office, Ben enjoys travelling with his family and volunteering at his local church, raising awareness for cancer, and other causes.
Welcome, Ben! We are thrilled to have you join us at ZLC Financial.
President of ZLC Financial