Tim Lee, CFP®

Tim Lee, CFP®

Financial Advisor

Tim serves as a CERTIFIED FINANCIAL PLANNER™ Practitioner with Comprehensive Financial Strategies.  His primary focus is assisting clients to enhance and improve their overall life plan by providing them a 'Full Financial Experience.'  Drawing on over 42 years of industry knowledge, Tim is devoted to helping clients achieve comprehensive financial independence by incorporating investments, tax planning, risk management and estate preparation. 

As a CFP® professional, Tim is a fiduciary and is therefore held to the highest standard of care for clients. This means he is legally required to act in his clients’ best interest when providing financial advice. Tim is a strong believer in the importance of creating life-long relationships with clients, and he strives to act as an invaluable partner to each individual client throughout the entire planning process.

 

Phone 808-282-1973
Fax 808-587-8307