Albert Lee CFP

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Website
4880 Stevens Creek Blvd
San Jose, CA 95129
+1 (408) 366-0311
http://albertlee.com

Albert Lee CFP is a Certified Financial Planner based in San Jose, CA, boasting over 32 years of experience in financial and mortgage planning. The firm specializes in helping clients manage their finances, whether they are saving for short-term needs, planning for retirement, or pursuing home ownership.

With a focus on empowering clients to make informed decisions, Albert Lee has successfully assisted thousands of families in achieving their financial goals. His extensive background as a mortgage loan officer and financial planner ensures that clients receive tailored strategies that align with their life objectives.

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