You Spent 20 Years Earning Your Money.

Spend 20 Minutes Saving It.

Schedule a Call.

 

Below you can schedule a call with Michael Lee, one of our advisors. To schedule a call with Michael, scroll down and click on any of his available times. Michael Lee is vastly knowledgeable about your company's benefits plan and can help guide you through a happy retirement. 

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Michael Lee

Michael has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.

Fun Fact: English is actually Michael's second language.

Michael received a Bachelor of Science in Management Science at the University of California San Diego.

What learning experiences prepared you for this role?

My mother retired from Kaiser Permanente 10 years before I joined The Retirement Group.  Since she hardly spoke any English she had me make all her planning decisions on her pension/401K.  As a teenager, I did not understand any terms or thought process behind it.  It was an incredibly stressful decision.  This experience helps me understand my current client's point of views and the emotions that go into the retirement planning process.

What does a typical day look like for you?

I usually spend my day meeting with clients reviewing their accounts and future plans. Once a week I will host conduct a seminar/webinar as a group educational event.

How important is educating clients in your process?

I think educating clients is the most important step of the process. Benjamin Franklin once said "An investment in knowledge pays the best interest." We want to be transparent and make sure at the end of the day you leave my meeting knowing how to improve your situation.

What is the most rewarding part of your job?

The most rewarding part of my job is being able to vicariously live through my clients. I love hearing all the great retirement plans my clients make. Whether its remodeling the house, a cross country road trip, or even just taking care of the grand kids every story has its charm and its amazing to help make these plans a reality.

Contacting Michael

Direct: (510) 592-8818

Office: (800) 900-5867

Connect with Michael on LinkedIn