Victor Lee Email & Phone Number
Certified Financial Planner® @ Golden Summit Wealth & Insurance Solutions
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Victor Lee Location
- California, United States
Victor Lee Work
- Certified Financial Planner® @ (July 2007 - Present)
Victor Lee Education
- The American College of Financial Services
Certified Financial Planner® and Chartered Financial Consultant®
- Kaplan University
Degree: Bachelor of Science
Victor Lee Skills
- Cash Flow Management
- College Funding Strategies
- Comprehensive Financial Planning
- Disability Insurance
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Insurance
- Investment Management
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management
- Retirement Planning
- Sales
- Small Business Retirement Planning
- Strategic Planning
- Wealth Management
- PowerPoint
- Project Management
- Microsoft Word
- Healthcare
- Marketing
Victor Lee Summary
- Victor Lee, based in California, United States, is currently a Certified Financial Planner® at MassMutual Northern California. Victor Lee holds a Certified Financial Planner® and Chartered Financial Consultant® @ The American College of Financial Services. With a robust skill set that includes Cash Flow Management, College Funding Strategies, Comprehensive Financial Planning, Disability Insurance, Estate Planning and more. Victor Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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