Financial Advisor, Prudential
Lee Gottlieb has over 25 years of consultative services and business development experience—within large corporations and high growth companies. Lee has been responsible for securing new business and maintaining and expanding client relationships within the financial services, culinary and food, health and fitness, oil and gas, and the public sector industries.
Lee founded her business, ForwardStep Consulting in 2002 and has developed strong relationships with her clients to assist them in achieving their goals. Lee has also worked for KPMG and New York Life where she has most recently helped clients protect assets, accumulate wealth and minimize taxes and risk.
Lee recently joined Prudential where she leverages her knowledge and skills, along with her relationships in the Orange County business community. She is focused on promoting financial wellness for her corporate clients and individual practice.
Lee enjoys volunteering for chartable missions and has participated in various charitable events. Lee currently serves on the Board of Directors of the Ocean Institute. She leverages her network to help the Ocean Institute thrive. She leads the Jazz Festival Committee, which is the largest fund raising activity of the Ocean Institute.
Lee enjoys living in Dana Point with her loving husband, Michael. They love walking on the beach, spending time with family and friends and traveling.