David C. Lee

David graduated from the University of Washington School of Business with concentrations in accounting and finance. He started his work career at a local CPA firm for eight years and then transitioned to be the CFO for Bonney-Watson for another fourteen. His passion for finances and helping people reach their financial goals led him to join a large financial planning firm for six years prior to joining AMS Financial Group.

David holds the following designations, registrations, and licenses:

• Accredited Portfolio Management Advisor (APMA®) certification
• Certified Public Accountant (CPA-Inactive®) certification
• FINRA Series 7, 63, 65 and 66 securities registrations
• Life and health insurance licenses