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John Lee - Private Client Advisor
Palo Alto, Santa Clara

Financing specialist
 : 
John Lee - Private Client Advisor

Palo Alto, Santa Clara

Prices

Contact this professional to discuss your project details and price.
About John Lee - Private Client Advisor
Professional experience
Presentation starts here: John Lee - Private Client Advisor John Lee is a seasoned Private Client Advisor in Palo Alto, CA, with over 20 years of experience in assisting individuals and corporations in the San Francisco Bay Area. He possesses a deep understanding of financial markets and a strong expertise in asset valuation, making him a sought-after professional in the industry. Certified and Knowledgeable As a Certified Financial Planner™ (CFP®), John Lee brings a high level of expertise and professionalism to his clients' financial planning journeys. He is a member of the Financial Planning Association (FPA), demonstrating his commitment to upholding the highest ethical standards in the field. Trusted Partner Throughout his career, John Lee has built a reputation as a trusted partner to his clients. He takes a holistic approach to financial planning, understanding that each individual's circumstances are unique. By carefully listening to his clients' goals, aspirations, and concerns, he crafts personalized strategies tailored to their specific needs. Expert in Retirement Planning John has a particular specialization in retirement planning. Having worked as a Financial Advisor and Retirement Planning specialist since 2006, he has helped countless individuals navigate the complex landscape of retirement planning and secure their financial future. A Team Player At Fidelity Personal and Workplace Advisors in Palo Alto, CA, John Lee is a valued member of the team. His extensive knowledge and expertise are instrumental in providing top-notch advisory services to a diverse clientele. The team at Fidelity Personal and Workplace Advisors is committed to assisting clients in achieving their financial goals and making informed investment decisions. Passionate and Engaged John Lee's passion for financial planning is evident in his commitment to continuous learning and staying updated with the latest industry trends. He is dedicated to sharing his knowledge through educational initiatives and community outreach, ensuring that individuals and businesses have the tools and resources they need to make informed financial decisions. Conclusion In summary, John Lee is a highly experienced Private Client Advisor in Palo Alto, CA, dedicated to providing exceptional financial advisory services. With his vast knowledge, extensive experience, and unwavering commitment to his clients' success, John Lee is the trusted partner you need for all your financial planning and retirement needs. Contact John Lee today to take the first step towards securing your financial future.

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Location

Palo Alto, Santa Clara (94301)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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