Albert Lee CFP is a highly experienced and certified financial planner in San Jose, CA, with over 32 years of expertise in financial mortgage planning. Whether it's saving for a special occasion or securing a comfortable retirement, Albert provides personalized guidance to help clients make informed decisions and achieve their life objectives.
With a focus on mortgage planning, Albert Lee assists individuals in obtaining the home of their dreams by offering well-informed advice and solutions. With 17 years of experience as a mortgage loan officer, Albert has successfully helped numerous families realize their homeownership dreams and reach their financial goals.
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