Mr Victor Lee CFP
Massachusetts Mutual Life Insurance Company
1255 Treat Blvd Ste 400, Walnut Creek, CA
90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
None Provided
Min. Assets
$50,000
Languages
Cantonese, Mandarin, English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Debt Management, Education Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor