Sophie Lee, CFP
Cresset
Certified Financial Planner in San Francisco, CA
Address:101 California St Ste 1025
San Francisco, CA 94111
About Sophie Lee
Sophie Lee is a financial professional at Cresset located in San Francisco, California. Sophie Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Sophie Lee provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Sophie Lee101 California St Ste 1025
San Francisco, CA 94111
Phone Number:
Click to Show
Website:
http://www.cypresswealth.com
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