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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!

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Contact Us

2300 E Katella Ave, Suite 400
Anaheim, Ca 92806

Toll Free: 866-397-4916
Local: 714-633-4453
FAX: 714-912-1011

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.

CRPC conferred by The College for Financial Planning.

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