Lee Huffman is a recognized expert in banking, insurance, investing, real estate, and other personal finance topics. With more than 30 years of industry experience helping clients travel more, spend less, and live better by taking control of their finances, Lee is sought out for his industry insights and expertise.
Lee previously held Series 6 & 63 securities licenses and Life & Disability insurance licenses. He has earned several awards for raising consumer awareness on better money management.
Professionally, Lee started in the insurance industry at Trilogy Financial Services. He provided life insurance and investment advice to families and small businesses.
Realizing his clients’ need for a broader array of financial services, Lee entered banking to expand into mortgages, bank accounts, and other products. He spent time at CalFed Bank (acquired by Citibank) and Bank of America.
Lee spent 13 years at City National Bank working with Executives and SVPs on financial strategies, annual budgets, quarterly forecasts, monthly reporting, and new initiatives.
In 2018, Lee left the corporate world to spend more time with family and focus on widespread consumer education. He regularly writes about investing, insurance, and other money trends for his clients and on his own sites. His clients include NerdWallet, Investopedia, Consumer Affairs, LendingTree, Forbes, and more.
Lee graduated from Pepperdine University with a BS in Business Management, then earned an MBA in eBusiness a few years later. You can learn more about Lee on his LinkedIn profile or by visiting his website BaldThoughts.com.