Merrill Lynch Financial Advisor Sun Lee

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Sun Lee is a financial advisor based in Lake Oswego, Oregon, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC), he provides comprehensive financial planning services. Sun serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

Reviews

Location

Business Information