Trusted Financial Advisor

Mr Leon L He CFP

Mr Leon L He CFP

Optimum Financial Planning

6557 Ashton Court, Granite Bay, CA

90% Trust Score
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Compensation
None Provided
Min. Assets
None Provided
Languages
Mandarin, English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Client reviews 1 published

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

Certified Trusted Financial Advisor