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Jay Lee

CFP, CFA

Areas of expertise

Buying a Home
Buying a Home
Managing Debt
Managing Debt
Retirement
Retirement
Tax Strategy
Tax Strategy

Education

Rensselaer Polytechnic Institute

Posts

Jay has not published any posts.

profile last updated 08/06/2022

Office Information

Ballaster Financial
Jay Won Lee

Office Phone

social media & website

Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Licenses & Designations

63

CFP, CFA

Languages

Korean

Events

Jay has not posted any events.