Michael Lee focuses on the advantages of professional wealth management and planning to help meet multiple financial objectives. He has experience with individuals as well as small business owners.

Michael began his career with The Golden 1 Credit Union as an Education Consultant in 1996. Michael accepted the position of Member Education Manager in 2000. He coordinates approximately 250 financial workshops yearly to Golden 1 members, non-members, senior groups, businesses, various organizations and students. Prior to joining The Golden 1, Michael was a practicing CPA.

Michael graduated from California State University, Sacramento in 1988 with a bachelor’s degree in Accountancy and a minor in Communications. In 1996, Michael completed his master’s degree in Business Administration with an emphasis in Finance from CSU Sacramento. Michael holds various securities, registrations and insurance licenses including the Series 7, 63, and 65 registrations and a California Department of Insurance Life & Disability Insurance license. He continues to maintain his CPA designation.