Brian K. Lee, ChFC, CFP(R) Expands MassMutual’s Multicultural Reach in Greater Los Angeles
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Lee, who speaks three languages – Cantonese, Mandarin, and English – will build on the agency's decades-long commitment to the area as well as expand the agency's multicultural reach to also address the financial needs of various ethnic groups in and around the greater
"We will exceed our service to our clients and continue to reach out and help others who can benefit from our expertise.
At present, 40 financial professionals in the
"People simply feel more welcome when you speak their language," Lee said.
And along with language, Lee's office strives to effectively mirror the community in which it is located, with financial experts who represent the many diverse local cultures.
"We engage with national and local multicultural professional organizations and are able to learn from
Lee said although there are some cultural differences among his client base, one aspect remains constant - all cultures strive to provide a better future for their loved ones.
"At the
"We need to listen to people and their concerns in new ways," Lee said. "By looking at research and talking to people in our community we know, for example, that while Hispanic business owners predominately want to leave their business in the family, many do not have a plan in place to achieve that dream. Our job is to help them get there."
Lee lives with his wife, Betty and two sons, Brendan, 7, and Benjamin, 4. The family lives in
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