John M. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

John M. Lee, CFP®

Mariner Wealth Advisors

145 E Prospect Ave, Ste 217
Danville, CA 94526-3869
FINANCIAL ADVISOR'S WEBSITE
(925) 553-4895 CONNECT WITH John
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General

John Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mariner Wealth Advisors in Danville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Sudden Wealth, Nontraditional Households, Personal Taxes

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