Financial planning for your life’s journey

As you pursue your goals, the team of 130 Global of Raymond James can be your guide, bringing an experienced, well-traveled and entrepreneurial perspective to help you navigate the dynamic financial landscape.

Andrew Lee, CPFA^®, CRPC™

Registered Client Service Associate

The 130 Global story

130° is the longitudinal distance between Madrid and Seoul, both cities Andrew once called home. Based in Beverly Hills, 130 Global brings its globally informed perspective to support your bold next move, your family legacy, your plans for the future and each stage of your lifelong journey.

Meet our team

A destination all your own

Support for your mission

Discover the potential of alternative investments in a comprehensive portfolio.

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Create a legacy for your family and values.

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Get guidance at the intersection of business and personal wealth.

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Manage your investments, assets, insurance and lifestyle to live in confidence.

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Pursue your goals with vetted, diligently managed investment opportunities.

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Support your organizational with specialized financial guidance and resources.

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Plan and execute big moves for your businesses on the capital market.

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Get help managing your institution’s investing and your fiduciary duties.

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When it is obvious that goals cannot be reached, don’t adjust the goals, adjust the action steps.

Confucius

Financial planning for your life’s journey

The 130 Global story

A destination all your own

Support for your mission

Alternative investments

Estate, charitable giving & trusts

Business planning

Financial planning

Investment strategies

Institutional consulting

Investment banking

Investment management