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Sherman Oaks

Deborah Lee

Bachelor of Arts UCLA, Communication Studies | Life/Health Insurance registrations CA & FL

Deborah has been helping clients with financial goals and cash flow for over 17 years. She realizes each client is unique and works one on one to establish risk tolerance and asset allocation to help achieve and maintain the lifestyle they choose while trying to manage their emotions that may get in the way of successful investing and money management.

12 years combined with Merrill Lynch, Morgan Stanley and UBS. Became Independent Financial Advisor with LPL Financial in 2007.

Deborah was born and raised in Los Angeles, She is married with 2 grown children. Loves animals, gardening, hiking, beach and bartending!