James Lee
VP Investments, Stirlingshire
Financial Licenses: Series 6, 7, 63, 65
James Lee, a seasoned professional based in California, brings over 17 years of industry expertise to his role. He obtained his Certified Financial Planner certificate from Pepperdine University, demonstrating his commitment to academic excellence and professional development. James holds FINRA Series 6, 7, 63 and 65 certificates. Beyond his professional achievements, James competes in the senior Olympics with his wife Suzette.
Get in touch:
805-475-8180