1450 High Street
Eugene, OR 97401
Paul Lee serves as Senior Financial Advisor with CB Financial Services where he helps lead and educate clients toward sound financial solutions and personalized investment strategies. Paul develops deep and trustworthy partnerships with clients, helping them fully understand and remain comfortable with all financial recommendations, while keeping them informed of potential challenges and financial gains along the way.
With more than 25 years in the financial services industry, Paul is knowledgeable in creating financial retirement plans and developing personalized solutions that help individuals and families throughout each phase of life. Prior to joining CB Financial Services, he served as a Senior Manager at Charles Schwab in Eugene, Bend, and Medford, Oregon.
Raised in Maine, Paul moved to Oregon in 1976. He has volunteered for various organizations in the Eugene, Oregon area, including being a past board member for the Friends of Buford Park and Mt. Pisgah. In his spare time, Paul actively seeks outdoor adventures, including kayaking, hiking, fishing, and golfing.
Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.