The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Associate Financial Advisor
Andrew Lee has been in the financial services industry since 2013. After graduating from Seattle University with a bachelor’s degree in mathematics, he worked with multiple pension plans providing benefits analysis for retirement plan participants. This hands-on experience instilled in Andrew a passion to help others find financial independence, regardless of where they are currently on their financial journey.
Andrew believes financial planning and wealth building is a process that requires time, prudent decision-making along the way, and regular check-ups to stay on track. Whether you’re just getting started, nearing retirement, or working through a specific life event, Andrew can help create the future you want by putting a plan in place.
When not working with members to help them realize their financial goals, he can be found exploring all that the Pacific Northwest has to offer – especially in and around the Cascade Mountains.
View the background of Andrew Lee on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3878557.1-1021-1123 Exp. 11/20/2023
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