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Rita Lee

Rita Lee
Senior Wealth Relationship Manager

NMLS#: 724754

  • Phone: (925) 275-6810

E-Mail: rita.lee@citi.com

3101 Crow Canyon Place
San Ramon, CA 94583

Get Directions to 3101 Crow Canyon Place

As a Citigold client, you have access to comprehensive banking and wealth management, backed by the power of Citibank for banking and Citi Personal Wealth Management for investments that fit your lifestyle. You may also enjoy preferred pricing, concierge services, enhanced digital capabilities and global travel perks.

A Wealth Relationship Manager is your personal connection to Citi’s full range of products and services, proactively helping you with everything from everyday banking transactions to offering personalized service. Whether meeting your banking needs directly or working together with a Citi Personal Wealth Management Wealth Advisor, your dedicated Wealth team can help with your short- and long-term financial goals, giving you greater peace of mind and financial freedom.

About Rita

I am a proud Citi employee of 28 years. Throughout my professional tenure, I’ve worked as a Service Officer, Operations Manager, Personal Banker, and now, as a Senior Wealth Relationship Manager.

Citi gave me multiple opportunities that has allowed my child to attend private school, and provide them with an enriched education, that has led me to be an active contributor in my local community. I have been fortunate to be a part of a supportive family here at the San Ramon branch. This support along with the experience of being a single mother, has given me motivation to do all that I can do for our valued clients.

Furthermore, I have been recognized as a leader in my area for the last 3-years. I attribute my accomplishments to my loyal clients and entrusting me with their finances. I am fulfilled with helping clients achieve their long-term financial goals. That’s why I am a proud employee of Citi and look forward to working with you and your family.

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Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/.
If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. | For TTY: We accept 711 or other Relay Service.

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Citigroup Inc. and its affiliates do not provide tax or legal advice.

As a Citigold client, you can receive banking and lending services from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Wealth Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

Citigold Concierge is the name of the service provided by Aspire Lifestyles for Citigold clients on behalf of Citigroup Inc. Citigroup Inc. and Aspire Lifestyles are not affiliated companies.

As a Citigold client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Wealth Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.