Trusted Financial Advisor

Mr David Lee CFP

Mr David Lee CFP

BancWest Investment Services

531 Cowper St, Palo Alto, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
Mandarin, English
License
Not Validated

Areas of Expertise

Banking, Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Planning, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor