Mary LeeAccount Manager
Phone: 866-589-9366 Ms. Lee got her start in the medical insurance field over 20 years ago working at Avmed Health Plans in Florida. After that she held a variety of positions working in the medical insurance field at companies such as Blue Cross/Blue Shield of New Jersey. Ms. Lee settled in California after graduating from San Jose State with a degree in International Business. After graduating Ms. Lee started working at a local Medical Group where she processed claims and contracts and was responsible for collecting payments from the various medical plan carriers. Ms. Lee has also successfully completed the certification curriculm for Financial Planning. Ms. Lee enjoys, when not working, riding her bike, hiking and swimming. 
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Ca. Insurance license: 0F34289 Phone: Toll-Free - 866-589-9366
web_info_at_calrima.com |
No specific individual advice, be it legal, tax or investment is given here. As always, consult with your current professional tax or legal advisor. This web site is to be used solely for educational purposes. As an Investment Advisor Representative - we DO offer advice on a case-by-case basis and we are fee based.
Enjoy our site and call us with any questions, Toll Free 866-589-9366.
Investment Advisory Services offered through Global Financial Private Capital, LLC,
an SEC Registered Investment Adviser and ERISA 3(38) plan fiduciary;
Insurance and Annuity product guarantees are subject to the claims-paying
ability of the issuing company, and are not offered through Global Financial Private Capital.
an SEC Registered Investment Adviser and ERISA 3(38) plan fiduciary;
Insurance and Annuity product guarantees are subject to the claims-paying
ability of the issuing company, and are not offered through Global Financial Private Capital.