John Lee, CFP®
Designations and Licenses
John is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
John provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.
With more than 10 years in the financial planning and investment management industry, his experience includes financial and estate planning, income tax compliance, stock option analysis, cash flow management and contingency planning. His previous work experience includes various roles, primarily wealth advisory responsibilities, at Fidelity, E*Trade, TD Ameritrade and Bancwest Wealth Management.
John has a master’s degree in financial analysis from University of San Francisco. He is a member of the Financial Planning Association.
John volunteers with Rebuilding Together Silicon Valley in repairing a home to help rebuild a life of a local resident in need. In his free time, he enjoys the beach and summer activities with his family.