financial advisor in Seattle Lei Warren
1023 N.E. 63rd Street
Seattle, WA 98115
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It is my pleasure to serve the financial needs of people in the Seattle area. I started in the financial industry in 1995 and became an financial advisor in 2004. California Insurance License # 0H73736.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I am a PTA Member at West Woodland Elementary. In my free time I enjoy keeping active, traveling and spending time with family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office1023 N.E. 63rd Street
Seattle, WA 98115
Secondary office4001 East Stevens Way Ne
Seattle, WA 98185
Secondary office815 N.E. Northgate Way
Seattle, WA 98125
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.