Lee specializes in life planning and investment portfolio reviews. He embarked on his career in the financial services industry in 2010, primarily working with individual investors to help them achieve their financial goals and vision through his dedicated expertise. Among Lee’s core values are integrity, competence, confidentiality, and professionalism. He derives immense satisfaction from assisting clients in planning for their future goals and helping them stay on track to achieve those goals. Lee’s commitment to evolving a client’s financial intentions, managing their portfolios, and navigating life changes are pivotal to our successful advisory relationship.

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