TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Victor Lee CFP

Mr Victor Lee CFP

Massachusetts Mutual Life Insurance Company

1255 Treat Blvd Ste 400, Walnut Creek, CA

90% Trust Score
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 reviews)

😊
1 Happy
😞
0 Unhappy
🤔
0 Neutral