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Judy Lee

1731 Technology Drive, Ste 600

San Jose




Financial Representative

About Me
Workshops Offered

Asset Allocation & Modern Portfolio Theory
College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
Financial Blunders - Lessons We Never Learn
Getting Your Financial House in Order
Social Security Explained
Is a Roth IRA Right for You?
Investing Basics for Women
Investment Concerns in a Fragile Market
Life Insurance and You
Preparing for long Term Care
Taking Control of Your Cash - Eliminating Debt
Strategies for a Sustainable Income in Retirement
Tax Planning
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond

Financial professional with over 20+ years of experience with companies such as Hornor, Townsend and Kent, New York Life, and Prudential Securities. My goal is to educate others regarding Retirement planning and financial planning in the most tax efficient manner.

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