In this Ten Talents conversation, Keith Koo is in conversation with David Lee, whose diverse background spans wealth management, investments and franchising. David opens up about the struggles of scaling any business—from running a successful franchise operation to guiding high-net-worth clients in wealth strategies. He also shares how his faith has been a guiding force, shaping his resilience, ethics, and leadership. Tune in for valuable insights on financial planning, entrepreneurial pitfalls, and the power of a purpose-driven mindset.
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ABOUT DAVID LEE
David Lee is a seasoned entrepreneur and financial advisor with a varied career portfolio. He has:
· Led Wealth Management Practices for high-net-worth individuals, tailoring investment and estate planning strategies.
· Developed Franchise Opportunities for both established brands and emerging concepts, navigating the complexities of scaling operations.
· Founded NetFinancial, leveraging his cross-industry expertise to deliver innovative services in the FinTech realm.
Throughout his journey, David’s faith has been the bedrock of his personal and professional life, informing his integrity, long-term vision, and resilience under pressure.
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RESOURCES & LINKS · Connect with David Lee on LinkedIn: David Lee’s LinkedIn · NetFinancial Website: https://netfinancial.com/ · Follow Keith Koo: Keith Koo’s LinkedIn
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JOIN THE CONVERSATION
Loved this episode?
· Subscribe to Ten Talents with Keith Koo on your favorite podcast platform.
· Share your insights on social media using #TenTalents.
· Leave a Review to help others discover these valuable conversations.
Stay tuned for more episodes spotlighting leaders who blend business acumen with faith, ethics, and innovation—one talent at a time.
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RESOURCES & LINKS · NetFinancial Website: https://netfinancial.com/ · Connect with David Lee on LinkedIn: David Lee’s LinkedIn · Follow Keith Koo: Keith Koo’s LinkedIn
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JOIN THE CONVERSATION
Did you enjoy this episode?
· Subscribe to Ten Talents with Keith Koo on your favorite podcast platform.
· Share your thoughts with us on social media using #TenTalents.
· Leave a Review to help more listeners discover these insights.
Stay tuned for more inspiring stories from leaders and innovators who are reshaping industries—and our world—one talent at a time.
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Connect with Keith Koo · LinkedIn: Keith Koo · Instagram: @techmaven · Facebook: Keith Koo
Listen to Ten Talents Podcast · Apple Podcasts: Ten Talents on Apple Podcasts · Spotify: Ten Talents on Spotify · iHeartRadio: Ten Talents on iHeartRadio · KFAX 1100 AM Radio: Ten Talents on KFAX
Join the Conversation
We invite you to share your thoughts and experiences on how faith has influenced your professional networking: www.xtalents.com
Subscribe & Share
If you found value in this episode, please subscribe to the Ten Talents Podcast on your favorite platform: · Apple Podcasts: Subscribe on Apple Podcasts · Spotify: Subscribe on Spotify · iHeartRadio: Subscribe on iHeartRadio · KFAX 1100 AM Radio: Listen every Sunday at 9:00 AM PST
Don't forget to leave a review and share this episode with friends, family, or colleagues who might benefit from integrating faith into their professional lives.
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Tune in to gain valuable insights on navigating the fast-paced world of Silicon Valley without losing sight of your spiritual calling and discover how to make a lasting impact in both your professional a
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