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Candy J. Lee Financial Services & Consulting

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United States

Founded in

1992 (33 Years)

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Get to know Candy J. Lee Financial Services & Consulting

Candy J. Lee Financial Services & Consulting is a San Jose, California-based firm dedicated to providing comprehensive financial planning and advisory services. The company focuses on empowering clients to make informed financial decisions through education and personalized strategies. Its core services include retirement planning, investment management, insurance planning, and tax planning, delivered by offering securities and advisory services through LPL Financial, a registered investment advisor and broker-dealer.

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  • Financial Financial AdvisementPRIMARY
  • Financial Other Service

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