Kyoung Tai Lee, CFP^®, CLU^®, ChFC^®

Associate Partner

Originally from Korea, Kyoung Tai Lee graduated from Korea University in Korea with a degree in Liberal Arts (Philosophy) in 1997, after which he came to the United States in 2004.

Kyoung Tai Lee first joined New York Life and was part of the Northern Virginia General Office as an agent in January 2013. With continuous effort to become a “Trusted Partner” of his client, he upgraded his role to Financial Service Professional through NYLIFE Securities LLC and Financial Adviser affiliated with Eagle Strategies LLC.

His professionally managed working attitude led him to numerous achievements. He was a “Rookie of the Year” in 2013 and “Agent of New Organization” in 2014. He also qualified Executive Council in 2014 to 2018^*, President’s Council in 2019, and MDRT^** in 2019 before getting promoted as a Development Manager.

Through years of financial professional study, he got CLU^® (Chartered Life Underwriter) and CHFC® (Chartered Financial Consultant) designations. He is CFP^® (CERTIFIED FINANCIAL PLANNER™).

In April 2022, he was promoted to Associate Partner. He is helping and recruiting motivated professionals that are looking for rewarding, and highly compensated career paths. He believes teamwork, integrity, innovation, openness, accountability, personal and professional growth to provide meaningful impact in his team and community.

*Council is an annual company recognition program based on agent production from July 1-June 30.

**The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.