Edward Jones - Financial Advisor: John M Lee, CFP®

Services Offered

• retirement planning
• education savings strategies
• insurance needs

About

John M Lee is a Certified Financial Planner (CFP®) and financial advisor based in Los Altos, California. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and insurance needs. John focuses on helping individuals and families achieve their financial goals through tailored investment solutions.

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