Michael Lee, Financial Advisor located in Campbell, CA

Financial Advisor
Michael Lee

CFP®
901 Campisi Way Suite 300, Campbell, CA 95008opens in a new window
Accepting New Clients
Serving clients with $100,000
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Focus Areas

  • College Savings
  • Business Retirement Plans
  • Employee Stock Options
  • Hospitality Professionals
  • Wealth Strategies
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Golfing
  • Personal Fitness
  • Traveling
  • Pets

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Office Information

Phone

(669) 279-1475

Fax

(855) 379-5821

Office Address

901 Campisi Way Suite 300
Campbell, CA 95008opens in a new window

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