John Lee, Financial Advisor located in Los Altos, CA

Financial Advisor
John M Lee

MS, CFP®
4966 El Camino Real Ste 125, Los Altos, CA 94022opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Charitable Giving
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Reading
  • Music

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(415) 400-4005

Fax

(877) 285-4405

Office Address

4966 El Camino Real Ste 125
Los Altos, CA 94022opens in a new window

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