Lee Norton, Financial Advisor

FINANCIAL ADVISOR
Lee Norton

ChFC®, RICP®, AAMS™
17822 E 17th Street Suite 405, Tustin, CA 92780opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Mountain Biking
  • Music
  • Record Collecting
  • Car Restoration

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(714) 832-2866

Fax

(877) 469-8506

Office Address

17822 E 17th Street Suite 405
Tustin, CA 92780opens in a new window

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