TransGlobal
Joseph Lee is the Vice President, Retirement Plan Director at TransGlobal Holding. Joseph has over 20 years of experience in the financial industry, including 10 years as a financial planner. Joseph has also taught CFP courses for the Financial Standard Commission in Beijing. Joseph Lee is a Certified Financial Planner and has a degree in Economics from the University of California, Berkeley.
Joseph Lee works with Icy Chua - Executive Assistant, Mortgage Coordinator, William Kin - Controller, and Wei Yu - Sr. Executive Assistant, Director of Education. Joseph Lee reports to Philip Hu, Founder, President & Chief Executive Officer.
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TransGlobal
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Services from life insurance, annuity, and financial management, to now encompassing mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance.