Heartland Institute of Financial Education
Raymond Lee has extensive experience in the financial sector, currently serving as a Registered Representative and Investment Advisor Representative at Transamerica Financial Advisors, Inc. since 2012, where professionals are required to be licensed and registered to conduct business. Additionally, since July 2012, Raymond has been an Instructor and Certified Financial Educator® with the Heartland Institute of Financial Education, a non-profit organization that collaborates with colleges and universities across the United States. As a Certified College Consultant, Raymond aims to help eligible students achieve their college degree goals. Prior to these roles, Raymond worked as a Risk Analytics Pricing Specialist at Western Asset Management from October 2002 to November 2009. Raymond holds a Bachelor's degree in Business Economics with an emphasis in Accounting from UC Santa Barbara and has studied at The Chinese University of Hong Kong from 1999 to 2000.
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Heartland Institute of Financial Education
The Heartland Institute of Financial Education is a national non-profit 501 (c)(3) organization whose mission is to promote financial literacy across America. We are dedicated to empowering organizations and their people through financial education. This focused education is provided by experienced financial professionals who are recognized by The Institute as qualified instructors. All of these individuals have earned their Certified Financial Educator® designation, which recognizes the financial professional who teaches others.