Almaz Lee, Financial Services Professional with Nylife Securities LLC

Almaz Lee, Financial Services Professional with Nylife Securities LLC Do you have plans for retirement? Would you like to protect your family financially from unexpected events? Do you want your lazy money works harder?

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. (2633 Camino Ramon, Ste 525, San Ramon, CA 94583, Tel: 925-866-4500, Cell: 650-826-9002)

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
“My California Insurance license number is 0K24044"

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/03/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

It is my great honor to attend the 2026 New York Life Executive Council in Denver. I am truly grateful to all my clients...
08/27/2026

It is my great honor to attend the 2026 New York Life Executive Council in Denver. I am truly grateful to all my clients for your trust and support, to the management and staff of the East Bay General Office for your guidance and assistance, and to my family for always standing by me. I could not have achieved this milestone without all of you. Thank you from the bottom of my heart! ❤️
非常榮幸能夠參加在丹佛舉行的 2026 New York Life Executive Council(紐約人壽精英會議)。衷心感謝每一位客戶一直以來的信任與支持、East Bay General Office 管理團隊及同事們的指導與幫忙,以及家人一路以來的支持與陪伴。沒有大家,就不會有今天這個里程碑。衷心感謝大家!❤️

It’s an incredible honor to once again be recognized as one of the leading insurance professionals in the state by Forbe...
07/30/2026

It’s an incredible honor to once again be recognized as one of the leading insurance professionals in the state by Forbes | Shook Best-in-State Financial Security Professionals. Being a 5-time recipient of this prestigious acknowledgment fills me with gratitude and pride. I remain deeply thankful to my clients and colleagues, whose trust and collaboration make this achievement possible. Learn more about the list and the ranking methodology here
https://bit.ly/3RYXLRA
https://bit.ly/4x7JAbL
能夠再次獲得 Forbes | SHOOK Best-in-State Financial Security Professionals 的肯定,並榮獲北加州頂尖金融保險專業人士之一的殊榮,我深感榮幸。這是我連續第五屆獲得這項榮譽,內心充滿感恩。衷心感謝每一位客戶的信任,以及同事們一直以來的支持與合作。因為有你們,才成就了這份榮耀。
如欲了解榜單及其評選方法,歡迎點擊上方 Forbes 官方網站連結。

June is Annuity Awareness Month — and a great time to revisit the power of compounding.Think it's too late for compoundi...
06/15/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

How does New York Life Insurance Company manage the strength behind whole life insurance?In this Q&A, our Chief Investme...
05/29/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4dUAAPo

The article highlights how different withdrawal strategies may affect taxes during retirement.
05/28/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

Wishing you warm memories of past holidays, the joy found in the magic of the present moment, and the promise of the com...
01/01/2026

Wishing you warm memories of past holidays, the joy found in the magic of the present moment, and the promise of the coming new year.

Merry Christmas! May this season be full of light and laughter for you and your family.
12/24/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things th...
11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

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San Ramon, CA
94583

Telephone

+16508269002

Website

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