top of page

Betty Lee

Principal Securities Inc.

Networking together.jpg

500 Ygnacio Valley Road, Suite 270B| Walnut Creek, CA 94596| ph (925) 906-4602

I want to work with financial professionals who are passionate about helping others and enjoy a high-performance work environment. At Principal we foster a culture that empowers our financial professionals to perform to their potential through proactive development programs, encouraging teamwork and providing the tools and support so they can do what is in the best interest of the client.

In 1997 I brought my passion for mentoring and community involvement to my new career in financial services, where I found helping individuals and small businesses build financial security often translates into building a stronger community.

I am on the Board of Gilead House, Novato and am a founding Board member of the Northern California Chapter of Women in Insurance and Financial Services. When I am not working, I enjoy all that Marin County has to offer – including live performances, close to skiing and being a volunteer for my daughter’s school and the local community.

Betty W. Lee

Managing Director |

Senior Financial Representative | Principal Securities Inc. Registered Representative | Financial Advisor

CA Insurance License #0C02026 | Principal Financial Group

bottom of page