James Lee's Location

Knoxville, TN, US

James Lee's Work

  • President @ Diversified Business Services

James Lee's Education

  • Peabody/Vanderbit

    Bachelor's degree (Chemistry)

  • The American College

    CLU, ChFC (Estate & Retirement Planning)

James Lee's Skills

  • Retirement Planning
  • Estate Tax Planning
  • Finance
  • Life Insurance
  • Wealth Management
  • Tax
  • Team Building
  • Strategic Financial Planning
  • Long-term Care
  • CPA

James Lee's Summary

James Lee, based in Knoxville, TN, US, is currently a CEO, FOUNDER at Taxation Professionals Inc, bringing experience from previous roles at Financial Planning Group, Inc., GamePlan Financial Marketing, LLC. and Diversified Business Services. James Lee holds a Bachelor's degree in Chemistry @ Peabody/Vanderbit. With a robust skill set that includes Retirement Planning, Estate Tax Planning, Finance, Life Insurance, Wealth Management and more, James Lee contributes valuable insights to the industry.
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