Robert Lee, MBA
Private Wealth Manager
Rob Lee is a Private Wealth Manager with Federal Benefits Made Simple. Rob has experience in leading insurance and financial services functions. He also worked for over 25 years with families and individuals to help them map out a financial plan to meet their retirement and financial goals. Outside the office, Rob serves as a parent volunteer at local public school systems and serves as a board member for a local arts and culture foundation.
Federal Benefits Made Simple, an E.A. Buck company, is a division of E.A. Buck. Both firms assist individuals in planning for retirement. Federal Benefits Made Simple focuses on helping those who have worked for the federal government. The entities have common ownership.
Federal Benefits Made Simple, an E.A. Buck Company (FBMS), is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Insurance products are offered through the insurance businesses FBMS and E.A. Buck Financial Services. FBMS is an Investment Advisory practice that offers products and services through Buck Wealth Strategies (BWS), a Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. FBMS is not affiliated with or endorsed by the US government or any governmental agency. MAS is not affiliated with FBMS, E.A. Buck Financial Services, or BWS. FBMS, E.A. Buck Financial Services, and BWS are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance in all solicitations of insurance.