Jenifer  Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Jenifer Lee, CFP®

CPA, MBA

Principal

4D Tax and Financial Planning, LLC

14 Wall Street, 20th Floor
New York, NY 10005
FINANCIAL ADVISOR'S WEBSITE
(917) 755-0516

General

Jenifer Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 4D Tax and Financial Planning, LLC in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Job Loss, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Nontraditional Households

More

Helpful Financial Planning Resources