TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Patrick Y Lee CFP

Mr Patrick Y Lee CFP

KLP Tax & Financial Group Inc

2 Park Plaza, Suite 450, Irvine, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Cantonese, Mandarin, English
License
Not Validated

Areas of Expertise

Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Employee and Employer Plan Benefits, Estate Planning

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