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Please check below the recent interview with my dad, Jim Lee. He spent his entire professional life on Wall Street and he always made it seem like the greatest career in the whole world!
Stay tuned and learn how he got into the investment business, what he admires the most in an investor, his most challenging times as an investor, and tips for new financial advisor professionals.
Schedule a free assessment with Courtney Jones, CFP®, Founder and Senior Wealth Advisor, at https://calendly.com/courtney-jones-1 or visit our San Francisco office, credowm.com
Subscribe to our YouTube channel @Credo Corner and stay tuned for the next episode of the Credo Corner show. https://www.youtube.com/channel/UCR5AHg_cPOi0kh1KTWv-F4A?sub_confirmation+1
Please check below the recent interview with my dad, Jim Lee. He spent his entire professional life on Wall Street and he always made it seem like the greatest career in the whole world!
Stay tuned and learn how he got into the investment business, what he admires the most in an investor, his most challenging times as an investor, and tips for new financial advisor professionals.
Schedule a free assessment with Courtney Jones, CFP®, Founder and Senior Wealth Advisor, at https://calendly.com/courtney-jones-1 or visit our San Francisco office, credowm.com
Subscribe to our YouTube channel @Credo Corner and stay tuned for the next episode of the Credo Corner show. https://www.youtube.com/channel/UCR5AHg_cPOi0kh1KTWv-F4A?sub_confirmation+1
Registered Representative of Sanctuary Securities, Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Credo Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
We’ve worked with many of the largest corporations in the Bay Area. We know the ins and outs of their programs and we’re happy to give you an objective opinion.
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