Mr David Lee CFP
BancWest Investment Services
531 Cowper St, Palo Alto, CA
90% Trust Score
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 reviews)
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