CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Client Relations Assistant
Job Titles:
- Client Relations Assistant
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 and estate planning.
John is a Certified Financial Planner (CFP®) licensee, which required lengthy course study and a rigorous Board examination process proving his comprehensive knowledge of personal financial issues. John is also a Personal Financial Specialist (PFS). Only CPAs are allowed to take the technical PFS exam given by the American Institute of Certified Public Accountants. There are only about 4,000 CPAs across the nation holding the PFS designation.
John is a well-known financial educator. His seminars on various financial planning topics have been widely attended by the public. John helps his clients avoid the common financial mistakes made by most people in the areas of investment, retirement planning and estate planning. He helps his clients cut down their taxes, reduce or avoid taxes on Social Security income, reduce or avoid unnecessary estate taxes, and protect their estate values. He combines his investment strategies with clients' tax considerations, helping to enhance their after-tax rewards.
John graduated from University of San Francisco with a B.S. Degree in Accounting, and an MBA Degree in Taxation from Golden Gate University. John is a founder of the Trans Pacific National Bank in San Francisco and was a member of the Board of Directors for the bank for 23 years.
John has lived with his wife in the Bay Area for over 30 years, along with their two children. Besides his profession of helping people build wealth, he is also very active in the community.
Job Titles:
- Client Relations Assistant
Job Titles:
- Client Relations Assistant
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 mother and the family cat named Luna.
Zoe loves working with people. John Lee and Zoe give financial seminars in various locations around the Bay Area each year. They educate retirees and soon-to-be-retirees on how to avoid common mistakes most people make in preparing for retirement and estate planning. You can see her on KTSF Channel 26 as a guest speaker on Financial Planning topics related to retirement and estate planning.
Zoe is a MDRT (Million Dollar Round Table) member - Top of the Table. She is an Elite Advisor and Million Dollar Club Member with Independent Financial Group.
Zoe went to high school in Toronto, Canada and graduated from Dalhousie University with a B.S. degree in Business Administration. She holds an insurance license and securities licenses in 6, 63, 7 and 66.
In addition to pursuing a career and raising a family, Zoe is active in local community work such as non-profit Community Chinese School, fundraising events and conducting Financial Wellness round table seminars for AACI (Asian Americans for Community Involvement of Santa Clara County). Zoe also loves animals. She is a frequent visitor to the SPCA and a longtime supporter for the United States Forestry and National Parks.