Eddie
Lee
Here to act in your best interests
About me
As a financial planner, I have the privilege of helping individuals and families achieve their personal and financial goals. By addressing your concerns and understanding what is most important to you, I will develop a comprehensive financial plan to help guide you through every stage of life. Outside of work, my wife, Kathy, and I spend a lot of time cooking, working out, and searching for our next dog to adopt (Boston terrier or Saint Bernard or both).
Education
Bachelor of Arts, Communication Studies - San Francisco State University
Visit one of our Locations
San Francisco I - Walnut Creek
2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
San Francisco III - Santa Clara
3945 Freedom Circle
Suite 950
Santa Clara, CA 95054
Working with Us
Certain services provided on an educational and guidance basis only.