Jay Lee (CFP®)
Jay Lee focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Entrepreneurs
- Alternative or Private Investments
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Entrepreneurs
Planning Specialties
Serving working professionals and young familiesAdditional Information
Based in Jersey City, serving clients nationwideNAPFA Start Date
October 26, 2021