Calvin Lee joined Intrua Financial as a Partner in February of 2016. Starting his 22nd year in the wealth planning profession, he brings an energy and passion to help clients dream bigger than they think possible.
Calvin started his career in 1995 with SunAmerica Securities in Austin, TX. On September 1, 2001 he moved his practice to LPL Financial, only 10 days prior to 9-11. He enjoys the process of helping clients plan for retirement, focusing on asset management and creating an income plan to help the transition to retirement become as smooth as possible. It’s all about relationships with clients—take care of them and everything else has a way of working itself out.
He graduated from Texas A&M University with a BBA. LPL holds Calvin’s Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 24 (General Securities Principal).
He resides in Austin, TX with his wife of 26 years, Donna and their daughter, Callie who will be a junior at Texas A&M. Calvin is a devoted Aggie, spending many Saturdays in College Station as a football season ticket holder for over 30 years. Calvin is very involved with First Baptist Church Round Rock and also serves on the board of Children at Heart Ministries. He enjoys traveling with his family, playing a little golf and listening to his 50’s & 60’s oldies.