As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
Financial Advisor
Lee holds a degree in International Business from San Diego State University and brings more than 25 years of experience as a Financial Advisor. His extensive background serving both international and U.S. clients, families, and corporations has equipped him with the proficiency to deliver strategic solutions across diverse markets. In recognition as an industry leader, Lee and his Team, Four Keys Wealth Management, were named to the Forbes Best-In-state Wealth Management Teams list in 2024, 2025, and 2026.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Lee's areas of focus include retirement planning and international wealth management for individuals, corporations, and municipalities. He is dedicated to developing strong client relationships built on integrity and personalized services. By taking the time to navigate and understand each client's unique objectives, Lee establishes customized strategies that align with their financial goals and help to preserve and grow long-term wealth, and position clients for lasting financial success across generations.
Outside of work, Lee, his wife, Sabrina, and their son, Justin, enjoy spending quality time golfing, traveling to experience new cultures, and staying active through various outdoor interests such as cycling. He values adventures that foster connection and balance.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Lee holds a degree in International Business from San Diego State University and brings more than 25 years of experience as a Financial Advisor. His extensive background serving both international and U.S. clients, families, and corporations has equipped him with the proficiency to deliver strategic solutions across diverse markets. In recognition as an industry leader, Lee and his Team, Four Keys Wealth Management, were named to the Forbes Best-In-state Wealth Management Teams list in 2024, 2025, and 2026.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Lee's areas of focus include retirement planning and international wealth management for individuals, corporations, and municipalities. He is dedicated to developing strong client relationships built on integrity and personalized services. By taking the time to navigate and understand each client's unique objectives, Lee establishes customized strategies that align with their financial goals and help to preserve and grow long-term wealth, and position clients for lasting financial success across generations.
Outside of work, Lee, his wife, Sabrina, and their son, Justin, enjoy spending quality time golfing, traveling to experience new cultures, and staying active through various outdoor interests such as cycling. He values adventures that foster connection and balance.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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