Victor Lee CFP Chfc

Victor Lee CFP Chfc Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Victor Lee CFP Chfc, Financial planner, Walnut Creek, CA.

Fixed investment products will likely not provide returns high enough to combat inflation. Let’s talk about how MassMutu...
01/17/2024

Fixed investment products will likely not provide returns high enough to combat inflation. Let’s talk about how MassMutual’s newest tax-deferred variable annuity can help diversify your portfolio and help grow your nest egg when inflation is high.

Learn more: https://bit.ly/48Y4rlI.

Asian Americans enjoy the greatest life longevity. Whether you’re far or close to retirement, let’s make sure you feel r...
01/11/2024

Asian Americans enjoy the greatest life longevity. Whether you’re far or close to retirement, let’s make sure you feel ready.

Source: Harvard Health, “Why life expectancy in the US is falling,” 2022.

2024 is the Year of the Dragon, which in Chinese culture is believed to foster growth and progress. Let’s make sure your...
01/09/2024

2024 is the Year of the Dragon, which in Chinese culture is believed to foster growth and progress. Let’s make sure your financial goals on track for just that.

From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journe...
01/04/2024

From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journeys. No matter where you are in your journey, I can help.

Happy New Year! Cheers to a 2024 filled with prosperity, peace, and joy!
01/01/2024

Happy New Year! Cheers to a 2024 filled with prosperity, peace, and joy!

Merry Christmas! Wishing a merry and bright season to you and yours.
12/24/2023

Merry Christmas! Wishing a merry and bright season to you and yours.

Tax-deferral is a key strategy in retirement planning. Let’s see how it can benefit your portfolio. https://bit.ly/3RsDx...
12/19/2023

Tax-deferral is a key strategy in retirement planning. Let’s see how it can benefit your portfolio. https://bit.ly/3RsDxvq.

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s...
12/14/2023

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s discuss ways to position your business for the long-term.

Source: MassMutual, “Planning for the Unexpected,” May 2023.

Address

Walnut Creek, CA
94597

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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