Anthony D. Lee, CRPS

Biography

Anthony D. Lee, CRPS® is a Senior Vice President, Investments in the Woodland Hills office of Wedbush Securities. With over 27 years of experience in the securities industry, Anthony’s mission is to help his clients create a customized road map that will help them work toward achieving their financial goals.

He obtained the Chartered Retirement Plans Specialist designation from the College of Financial Planning. This designation is awarded to individuals who pass an exam demonstrating their competency in creating, implementing, and maintaining retirement plans for businesses. With a unique experience in company sponsored retirement plans, he’s able to guide his clients through the essential elements of putting a well-tailored retirement plan in place.

Anthony has been married for over 28 years to his wife, Bridgett, and has two sons, Brandyn and Austyn. Anthony has coached and mentored kids in the Santa Clarita and San Fernando Valley for over 15 years. He currently serves as Vice President on the Board of Directors for the Penny Lane Centers and President for the Guide Right Achievement Development Foundation.

If you are interested in having Anthony evaluate your current financial situation or to discuss your future goals to see if his individual process is right for you, please contact him to schedule a consultation.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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