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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.