Edward Jones - Financial Advisor: Michael Lee, CFP®

Services Offered

• retirement planning
• investment management
• education savings
• insurance needs

About

Michael Lee is a Certified Financial Planner (CFP®) and financial advisor based in Campbell, California. He provides personalized financial planning and investment guidance to clients in the local area. Michael specializes in retirement planning, education savings, and insurance needs, ensuring that his clients have a comprehensive approach to their financial goals. As part of Edward Jones, he is dedicated to helping individuals and families navigate their financial journeys through tailored strategies and face-to-face consultations.

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