Advisor profile


My approach

Sung Lee - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Sung Lee - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science, Finance, Drexel University, Philadelphia, PA (1989 - 1994)

Interests

Enjoying time with family and friends, traveling and building a lasting relationship with my clients.

Community participation

I serve as a BELL (Businesses Empowering Lifelong Learners) Board of Trustees. A nonprofit organization to promote, aid and encourage educational activities and endeavors of and for Manassas Park City Schools and their administrators, teachers and students. Great to be involved in helping our kids in the community and it's educators.