Patrick Lee | Financial Advisor | Laguna Niguel, CA | U.S. Bancorp Wealth Management

Patrick Lee

Wealth Management Associate
U.S. Bancorp Investments


Primary Office
30000 Town Center Drive
Laguna Niguel, CA 92677

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About Me

It is my pleasure to serve the financial needs of people in the Laguna Hills, Laguna Niguel and Laguna Beach areas. I started in the financial industry in 2013 and became a Wealth Management Associate in 2015. I hold a Bachelor of Arts degree in business from Eastern Michigan University in Ypsilanti, Michigan. California Insurance License #0L05046.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

My time outside of work is spent volunteering with Junior Achievement, a non-profit organization that offers financial literacy and entrepreneurial education to students. In my free time, I enjoy culinary experiences, exploring my community, rock climbing and playing in my sports league.

Area of focus

Client Service


Proactive Client Contact

Wealth Team Support


About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.