Sagient
Kenneth Lee is an experienced professional in financial services and business development, currently serving as Vice President at Sagient since October 2023 and Managing Director at Fraser Financial Group since October 2022. Kenneth's background includes significant roles at New York Life Insurance Company, where positions included Partner and Associate Partner, along with a tenure as a Financial Services Professional at NYLIFE Securities LLC. Previous experience encompasses leadership positions in the restaurant industry, including Director of Business Development for 85C Bakery Cafe and 4Fingers Crispy Chicken, as well as Vice President of Food and Beverage for Reading International, Inc. Kenneth's entrepreneurial spirit is exemplified through the ownership of Aroma Italiano Cafe and successful area development for Robeks in San Diego. Educational credentials include a BA in Economics/Business from Tufts University.
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Sagient
We believe that there is no one-size-fits-all solution when it comes to financial planning. Before we discuss any financial plan with you, we want to understand your current financial situation, your goals for the future, your retirement plans, and your desire to leave a lasting legacy. At Sagient, knowledge is the key. Our name derives from the Latin word meaning "those who know or perceive quickly." We believe in getting to know our clients on a deep level so that we can provide personalized financial guidance that is tailored to your specific needs in an ever-changing world. Our success lies in combining the wisdom gained from our heritage with innovative insights to help shape your future. Trust us to guide you towards a financially secure future. -- Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 8383 Wilshire Blvd., #600, Beverly Hills, CA 90211, Phone (323) 965-6300. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies.