Calvin Lee joined Intrua Financial as a Wealth Advisor in February 2016, and he’s in his 28th year in the wealth planning profession. He brings an energy and passion to help clients dream bigger than they think possible.
Calvin started his Financial Services career in 1995 with SunAmerica Securities in Austin, TX. On September 1, 2001, he moved his practice to LPL Financial, 10 days prior to 9-11. He enjoys the process of helping clients plan for retirement, focusing on investment management and creating a strategy & plan to help the transition towards 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) through LPL Financial.
He resides in Austin, TX with his wife of 31 years, Donna. They have a daughter, Callie who graduated from Texas A&M in 2019 with a degree in Accounting. She is a CPA in Audit with PWC and lives in Dallas. Calvin enjoys spending Saturdays each Fall in College Station as a long-time football season ticket holder. He and Donna are very involved with First Baptist Church in Round Rock; Calvin also serves on the board of Children at Heart Ministries. They enjoy traveling to Disney and Destin…he also plays a little golf and enjoys listening to his 50’s & 60’s oldies music