Jing Lee

Jing Lee

Wealth Management Advisor

  • RICP®
FINRA BrokerCheck
  • CA License: #0F32762

1190 Saratoga Ave, Suite 250
San Jose, CA 95129
408-535-5737 Visit my website

About my practice

I started my career at Northwestern Mutual in 2006 after finishing at UCLA where I studied Math-Economics. My wife, a technical recruiter at Facebook, and I reside in Cupertino with our 3 year old son. I strive to be a strategic partner working with both beginner & knowledgeable investors, time-pressed individuals & business owners in all their life stages to build a holistic financial plan.

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