Alice Lee is a dedicated young financial professional who has worked closely with Pai-Su Kang, CFP, CEBS on small group employee benefit plans since 2015. Ms. Lee holds a Master’s degree in Management from the Polytechnic Institute of NYU. In her years working at AFA, Ms. Lee has developed strong professional knowledge and communication skills. Ms. Lee is committed to delivering first-class client service. In addition to maintaining the highest quality customer service and responsiveness as well as working under Pai-Su to prepare dynamic financial reports and proposals customized to each client’s specific situation, Ms. Lee maintains a key role in client relationships throughout the process.
Ms. Lee is fluent in both English and Mandarin Chinese. Ms. Lee received her BA degree from National Cheng Chi University (NCCU), one of the most prestigious universities in Taiwan). Her training in health reform, government regulations, and the social security system in college built a strong foundation for her to take a leap in the servicing and structuring of employee benefit programs for our business clients.