ABout
David d. lee
David is President of GBOF Inc. He advises on advanced wealth and complicated estate planning strategies to the high-net-worth clients in the Metro L.A. area, assisting appropriate steps to establish proper trust planning and minimum out-of-pocket expenses.
David also served as a Senior Executive Vice President of R2T Biopharma Inc., with a lab near Princeton University and the business office in Irvine, Calif. R2T scientists were developing a vaccine for certain types of cancer, preparing for clinical trials in Mexico, US & Korea.
David has been in the financial industry for the last 39 years, specializing in not only the advanced planning arena, but also serving clients in need of retirement, long-term care and other well-being programs. He uses the multiple-carriers platform and pursues the best interests of his clients.
Book A Consultation
Are you ready to achieve your financial goals with confidence? As your dedicated financial advisor, David Lee is committed to helping you navigate the complexities of wealth management and investment strategies. Take the first step towards financial freedom by scheduling a complimentary consultation with David.