Broker Check
Kenneth Paul Lee

Kenneth Paul Lee

Sales Manager

Ken grew up in the small college town of Amherst, MA—the youngest of four boys. When he wasn’t around the neighborhood playing backyard football/baseball/basketball, he was playing tennis. He attended Tufts University in Boston, where he graduated with a BA in economics/business. After spending 15 years in banking in and around the five boroughs of NYC—where he was a branch manager, private client officer, and commercial real Estate lender—he gave up the corporate world to be an entrepreneur. 

For the next 20 years, his business endeavors took him across the country to San Diego, CA and then over to Singapore, providing him the opportunity to gain experience in retail, accounting/finance, management, training, recruiting, and restaurant operations. When both of his children decided to come back to California for college, he gladly returned to the West Coast. Restaurant consulting and owning/operating his own restaurant occupied his time for a few years, then he decided to get back into the world of personal finance.

As a leader of sales teams for a major mutual insurance company, Ken has employed a blend of management systems, training, and connections with individuals to develop a creative, client-centric team.


CA Insurance Lic #: 0M66641
Domicile in CA