Lee, Michele

Michele Lee Fine

2 Jericho Plaza, 1^st Floor
Jericho, NY 11753
Phone: 516-806-3308
Fax: 516-806-3334

800 Westchester Avenue, N409
Rye Brook, NY 10573
Phone: 914-288-8800
Fax: 914-288-8803

140 Broadway, 22nd Floor New York, NY 10005
212-701-7900 Phone	212-363-6967 Fax

mleefine@strat4wealth.com

Education and Training:

Graduate of New York University: Economics Major/Philosophy/Psychology DoubleMinor
Extensive experience, background and certification in Finance, Business, Real Estate Development & Construction and International Commerce

Specialized Services Offered:

Estate Planning
Tax Planning & Minimization,
Retirement Planning
Asset Maximization
Pension Design and Administration
Cash Flow Analysis
Insurance Planning and Design
Family Business and Succession Planning
Executive and Group Benefits
Wealth Management

Professional Organizations:

NAIFA: National Association of Insurance and Financial Advisors
WAIFA: Westchester Association of Insurance and Financial Advisors
100 Women in Hedge Funds Organization: Created by Wall Street's George Soro's: A leading financial charitable organization headed by prominent leaders in the financial industry.

Community, Charitable or Professional Organizations/Associations:

WIZO(Women's International Zionist Organization): Business and Corporate Chair, Director of Planned Giving
Member of Philanthropy and Professional Development Committees
Cabinet Member of Israel Bonds, USA: Chairman of Business and Industry Committee
One Family Fund Organization, Charitable Giving Directive

Insurance Licensed In:

New York, Connecticut, New Jersey, Florida, California, Colorado, Pennsylvania

Securities Licensed In:

Connecticut, New Jersey, New York

I develop long term proactive relationships with my clients and base them on my dedication, integrity and commitment to them, their families, friends and businesses. Our initial work together is the coordination and integration of all aspects of their business and personal finances. My role becomes that of a trusted and respected financial specialist who is the quarterback of all the financial aspects of the client. The goal is to maximize efficiency and effectiveness in achieving great success, wealth and peace of mind.

Michele Lee Fine is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.

Registered Representative and Financial Advisor of and offers securities products/services and advisory services through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment advisor. Strategies for Wealth is not affiliates or subsidiaries of PAS.
PAS is a member FINRA/SIPC. www.finra.org

The Registered Representative is securities licensed in the above mentioned states and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.