Team At Lee Ng & Associates, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. John Lee CFP®, MBA, CLU, CPA/PFS Partner (925) 225-3688 (925) 225-3685 firstname.lastname@example.org For over 20 years, John K. Lee has been assisting thousands of individuals and corporations in the San Francisco Bay Area. He is experienced in planning personal finances, including the areas of tax, investment, retirement, insurance... Read more Zoe B. Ng Partner (925) 225-3688 (925) 225-3685 email@example.com Zoe Ng has been with the firm since 1999 and became a Partner of Lee Ng & Associates in 2015. She has lived in the Bay Area for the past 18 years and is a happy resident of Pleasanton. She lives with her husband, two daughters, her... Read more Jaclyn Wong Business Manager (925) 225-3688 (925) 225-3685 firstname.lastname@example.org Mosara Chan Client Relations Assistant (925) 225-3688 (925) 225-3685 email@example.com Kara Lin Administrative Assistant (925) 225-3688 (925) 225-3685 firstname.lastname@example.org Bruce Ye Client Relations Assistant (925) 225-3688 (925) 225-3685 Lauren Young Client Relations Assistant 925-225-3688 email@example.com Have a Question? Name Email Address Question Thank you! Oops!