Faculty: Randall S. Lee

Randall S. Lee, CFP®

Title(s):
Adjunct Professor
School(s):
Business
Campus(es):
San Francisco
Randall Lee

Randy Lee provides comprehensive financial planning to busy and successful individuals and families. Randy focuses on the unique needs of business owners, executives, physicians, and real estate investors.  Prior to becoming a financial planner, he served as an officer in the United States Navy and as an engineer for a Fortune 500 specialty chemical company. Randy is still active with his Naval ROTC unit and serves as treasurer of the Vanderbilt NROTC Alumni Association. A Golden Gate University alumnus, Randy now serves an adjunct professor for financial courses.


COURSES TAUGHT

FI 434
Cases in Financial Planning

RESEARCH INTERESTS & AREAS OF SPECIALIZATION

  • Investments
  • Retirement Planning
  • Wealth Management
  • Estate Planning

EDUCATION

  • MS (Finance), Golden Gate University
  • BE (Mechanical Engineering), Vanderbilt University

PROFESSIONAL & TEACHING EXPERIENCE

  • 2016 - Present: Adjunct Professor, Golden Gate University
  • 2001 - Present: Certified Financial Planner, TrustCore Financial

PROFESSIONAL ASSOCIATIONS

  • Mentor, The Entrepreneur Center
  • Executive Committee Member, Brentwood Cool Springs Chamber of Commerce
  • Steering Board Treasurer, Leadership Brentwood