Hi, I’m John Lee
Wealth Associate
RNF No. LX-300478047
Something about me
With over 5 years of experience in the financial industry, I have navigated roles in both financial advisory firms and banks. This journey has instilled in me a deep appreciation for the diverse individuals I interact with and the bespoke financial plans I craft for each person. As a business owner myself, I am drawn to organizations that not only provide opportunities but also offer crucial support for new and innovative initiatives.
What I find most meaningful in my career
Witnessing the tangible benefits and positive impact of the financial plans I recommend brings me unparalleled satisfaction. Joining PFPFA, I am attracted by its pro-business stance and commitment to creating an environment that fosters advisor success and meaningful client engagement. As an advisor, my greatest motivation stems from the knowledge that my clients are in an improved financial position due to my recommendations. On a personal level, the autonomy of being self-employed grants me the precious freedom of time and finances to devote to my beloved family.
One piece of advice I would give
Foster financial literacy within your family. Educate family members, especially children, about budgeting, saving, and investing. Instilling financial literacy early can empower your loved ones to make informed financial decisions, contributing to their long-term financial well-being.
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Get in touch with John Lee
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