John D. Lee, CFP®

John D. Lee, CFP®

Financial Advisor

Phone: (800) 350-4500 Ext: 366
Fax: (650) 341-1449
E-mail:

Mission Statement
To educate, inform and empower clients by delivering the most accurate and timely financial information available, and to provide the highest quality products and services.

Financial Advice For Clients
When John decided to put his longtime passion for financial planning and investments to work for others, he was drawn to SGC because of the company’s independence, dedication to providing comprehensive, customized solutions, and unique team-based approach.

Leveraging the full resources of SGC, John provides comprehensive financial planning services. He analyzes all aspects of a client’s situation to create a plan to help accomplish that client’s unique goals. As a financial advisor, John helps executives, professionals, and their families, as well as business owners plan for retirement, college, and the future transfer of their estate.

As an investment specialist, John manages investment portfolios for clients to meet their short and long-term goals while keeping in mind each client’s comfort with risk as well as their particular tax concerns. John has access to a variety of experienced money managers whose clients include large institutional ultra high net worth individuals John is able to integrate their services into his clients’ portfolios as appropriate. John also helps make sure that every client’s wealth is adequately protected from financial catastrophe through the appropriate use of life, disability, and long-term care insurance.

Personal
Originally from Iowa, John earned his bachelor’s degree and MBA from Stanford University. John spent several years as a strategic consultant to the healthcare industry and has held senior marketing positions at public companies like Microsoft and Intuit as well as venture-funded startups such as Pure Digital Technologies (makers of the Flip video camera later acquired by Cisco).

John lives in the Island City of Alameda with his wife Karen, their energetic son Archie, and their even more energetic flat-coated retriever Nero. He enjoys playing basketball, soccer, football, field hockey, baseball, Risk, chess, Angry Birds, Stratego, and just about any other game or sport with Archie. John is an avid golfer, a drummer and pianist (currently without a band) and a fervent college basketball fan, stopping just short of wearing funny wigs and painting his chest team colors.

*John is a registered representative and investment advisor representative of Securian Financial Services, Inc. Separate from the financial plan and an advisors’ role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. SGC Financial is independently owned and operated.

TR#395241 DOFU 10-2011