Anthony D. Lee, CRPS

Senior Vice President, Investments

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 achieve their financial goals. By utilizing his process of implementing and consistently reviewing their plans, his clients will feel confident in their investments relevant to their financial plan.

Anthony’s vision is that his clients will experience the peace of mind that can only come from knowing they have completed a process that is essential to 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 expertise in creating, implementing, and maintaining retirement plans for businesses. With a unique expertise in company sponsored retirement plans, he’s able to guide his clients through the essential elements of putting an effective 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 unique process is right for you, please contact him to schedule a consultation.

Recent Webinar: Target Outcome Investments

SPECIALIZATIONS

  • Alternative Investments
  • Annuities and Insurance
  • Asset Management
  • College Education Planning
  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Small Business Financial and Benefits Planning
  • Stocks and Bonds
  • Wealth Management

Credentials

  • Holds his Series 7, 31, 63, and 65 licenses
  • CA Insurance Lic. #0B79588

Mission Statement