What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Victor Lee CFP Chfc

Home
United States
Walnut Creek, CA
Victor Lee CFP Chfc

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Victor Lee CFP Chfc, Financial planner, Walnut Creek, CA.

01/17/2024

Fixed investment products will likely not provide returns high enough to combat inflation. Let’s talk about how MassMutual’s newest tax-deferred variable annuity can help diversify your portfolio and help grow your nest egg when inflation is high.

Learn more: https://bit.ly/48Y4rlI.

01/11/2024

Asian Americans enjoy the greatest life longevity. Whether you’re far or close to retirement, let’s make sure you feel ready.

Source: Harvard Health, “Why life expectancy in the US is falling,” 2022.

01/09/2024

2024 is the Year of the Dragon, which in Chinese culture is believed to foster growth and progress. Let’s make sure your financial goals on track for just that.

01/04/2024

From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journeys. No matter where you are in your journey, I can help.

01/01/2024

Happy New Year! Cheers to a 2024 filled with prosperity, peace, and joy!

12/28/2023

A variable annuity can grow your savings based on market performance. Let’s talk about methods for keeping your retirement savings ahead of inflation. https://www.massmutual.com/retirement/annuities/variable-annuities.

12/24/2023

Merry Christmas! Wishing a merry and bright season to you and yours.

12/21/2023

The tax deferred nature of a qualified longevity annuity contract (QLAC) could help you delay required minimum distributions and the taxes that go with them. https://blog.massmutual.com/retiring-investing/what-is-a-qlac.

12/19/2023

Tax-deferral is a key strategy in retirement planning. Let’s see how it can benefit your portfolio. https://bit.ly/3RsDxvq.

12/14/2023

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s discuss ways to position your business for the long-term.

Source: MassMutual, “Planning for the Unexpected,” May 2023.

12/12/2023

Have your clients considered the role that gifting can play in effective year-end planning? Let’s connect on estate planning strategies – especially with important tax changes on the horizon! Learn more: https://blog.massmutual.com/planning/mmtc-estate-planning.

12/12/2023

Does your financial plan consider these common rules of thumb? Let's ensure you're on the right path. https://blog.massmutual.com/planning/financial-rules-of-thumb?_ga=2.161600187.609524638.1692624052-208577506.1670253446.

Address

Walnut Creek, CA
94597

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://northerncalifornia.massmutual.com/

Alerts

Be the first to know and let us send you an email when Victor Lee CFP Chfc posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Victor Lee CFP Chfc

01/17/2024

01/11/2024

01/09/2024

01/04/2024

01/01/2024

12/28/2023

12/24/2023

12/21/2023

12/19/2023

12/14/2023

12/12/2023

12/12/2023

Address

Opening Hours

Website

Alerts

Shortcuts

Share

Category