Lee Whistler has many years of experience in finance including:
27 years as a Registered Investment Advisor, pioneering in Asset Allocation, 401K plans, and computer assisted securities investing
Paralegal for Wills, Trusts and Estates
Tax Shelter specialist for CPAs and Continuing Professional Education instructor for California CPAs
Representative for multiple lines of personal and commercial insurance: property, liability, auto, fleet, packages
Representative for life, health and disability insurance
Wholesale distributor for mutual funds and variable annuities
Retirement plan design, funding, management and administration: IRA, 401K, Pension, Profit Sharing
Benefit plan manager for a large hospital
Securities broker
California credentialed adult education instructor of courses in Money Management and Planning for Retirement
Residential real estate investor
