Lee Papier is dedicated to empowering our clients and their families with effective retirement income strategies that guarantee premium protection, stability and financial freedom.
As an insurance professional, Lee specializes in providing financial analysis and planning for retirement, income and asset protection, college funding, and an array of related life goals. His focus is on tax-deferred and tax-free growth and income strategies.
Lee has 17 years of experience in diversified retirement services with extensive knowledge of retirement income and lifestyle products. Many of our clients have opted for guaranteed lifetime income accounts, resulting in highly favorable yields and zero loss on premiums paid.
Lee has been named a “FIVE STAR: Best in Client Satisfaction Wealth Manager” in Orange Coast Magazine.
Additionally, Lee brings more than 25 years of extensive senior level experience in developing, implementing and managing corporate business, training, finance, operations, sales and marketing activities.
Lee served as Vice President of investment banking company, M.J. Papier & Co., Inc. of New York, a pioneer in bringing private firms public, such as Enzo BioChem, the first biotechnology company to go public. Enzo’s stock went from $6 per share to $104 per share and was the stock of the decade on the OTC. Lee worked for Barry Weiner, Enzo’s President.
Lee has also served on Wall Street as an account executive for investment firms Smith Barney and Shearson Lehman Bros.
Lee received his Master's degree in Finance and Human Resource Management from the University of San Diego, after completing his Baccalaureate degree in Economics at the University of Rochester.
Lee Papier is dedicated to empowering our clients and their families with effective retirement income strategies that guarantee premium protection, stability and financial freedom.
As an insurance professional, Lee specializes in providing financial analysis and planning for retirement, income and asset protection, college funding, and an array of related life goals. His focus is on tax-deferred and tax-free growth and income strategies.
Lee has 17 years of experience in diversified retirement services with extensive knowledge of retirement income and lifestyle products. Many of our clients have opted for guaranteed lifetime income accounts, resulting in highly favorable yields and zero loss on premiums paid.
Lee has been named a “FIVE STAR: Best in Client Satisfaction Wealth Manager” in Orange Coast Magazine.
Additionally, Lee brings more than 25 years of extensive senior level experience in developing, implementing and managing corporate business, training, finance, operations, sales and marketing activities.
Lee served as Vice President of investment banking company, M.J. Papier & Co., Inc. of New York, a pioneer in bringing private firms public, such as Enzo BioChem, the first biotechnology company to go public. Enzo’s stock went from $6 per share to $104 per share and was the stock of the decade on the OTC. Lee worked for Barry Weiner, Enzo’s President.
Lee has also served on Wall Street as an account executive for investment firms Smith Barney and Shearson Lehman Bros.
Lee received his Master's degree in Finance and Human Resource Management from the University of San Diego, after completing his Baccalaureate degree in Economics at the University of Rochester.
