Meet Andrew Lee

Andrew Lee has been in the financial services industry since 2013. After graduating from Seattle University with a bachelor’s degree in mathematics, he worked with pension plans providing benefits analysis for retirement plan participants before becoming a financial advisor, as well as Certified Financial Planner® and Enrolled Agent.

Andrew believes financial planning and wealth building is a process that requires transparency, purpose, and empathy, as well as regular check-ups to stay on track. Whether you’re just getting started, nearing retirement, or working through a unique life transition, Andrew can help build the bridge from where you are to where you would like to be.

When not working with members to help them pursue their financial goals, he can be found exploring all that the Pacific Northwest has to offer – especially in and around the Cascade Mountains.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Andrew Lee is a financial advisor with, and securities and advisory services offered through LPL Financial (LPL), a Registered Investment Advisor and Broker-Dealer, (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services.  Securities and insurance offered through LPL, or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.