top of page

My Story

With over 25 years of experience, I'm not your typical realtor. My journey began with a desire to invest in real estate while working full-time as a buyer for a major NYC department store. This passion for property and finance fueled my transition into a real estate career.

​

Driven by a desire to offer comprehensive financial guidance, I expanded my expertise into mortgage banking and even opened my own mortgage company, Financial Solutions Inc., in Warren, NJ. This experience taught me the importance of holistic financial planning, leading me to pursue additional licenses in Life Insurance and Annuities.

​

Today, my greatest passion is empowering self-employed business owners. I understand the unique challenges and leverage my combined knowledge of real estate, finance, and financial planning to create personalized strategies for buying a home and securing your financial future.

​

My success stories are my greatest reward. Over the years, I've helped countless clients achieve their dreams, even in seemingly impossible situations. I see the bigger picture and act as your "quarterback," coordinating financial experts seamlessly to avoid confusion and meet your needs.

​

While I may not have time for golf or tennis, I'm passionate about personal and professional growth. From Landmark Education courses to exploring spiritual and health practices, I've continuously strived to work smarter, reduce stress, and cultivate peace and prosperity.

​

Five years ago, I found my perfect life partner, Barbara, at a Course in Miracles meeting. Together, this retired nurse and I are co-creating a beautiful life – a testament to the power of following your passions.

​

Let us help you build the life YOU love. 

© 2035 by Lee Phan. Powered and secured by Wix

bottom of page