Mr Patrick Y Lee CFP
KLP Tax & Financial Group Inc
2 Park Plaza, Suite 450, Irvine, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Cantonese, Mandarin, English
License
Not Validated
Areas of Expertise
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Employee and Employer Plan Benefits, Estate Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor