Living the San Francisco Dream


Meet John D. Lee, Financial Advisor in San Mateo CA

Meet John D. Lee, Financial Advisor in San Mateo, California

About 3 years ago my husband and I took a 2-evening course offered through the Redwood City CA Recreation Department entitled Retirement Planning Today taught by John D. Lee, Certified Financial Planner and Investment Advisor and Securian Financial Services.

We covered numerous topics, and learned how to:

  • Determine the amount of money we need to retire
  • Create our own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert an IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for us
  • Plan our retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
John D. Lee, CFPNot only did we learn a lot, we were very impressed with Mr. Lee's knowledge, integrity and thoroughness. In fact, we were so impressed that we have since become clients of his, and continue to be grateful for what we learned in his class, and his continuing care to help us reach our future financial goals. (He even respects the fact that my plan has real estate playing a larger role than he might choose for himself!)

If taking steps to a secure retirement is something you're in need of beginning, I recommend you give John Lee a call and discuss your situation. He can be reached at 800-350-4500; 650-227-0366; or email him at

Remember, the earlier you begin to think about your financial future, the better the picture is likely to be during your retirement years.

--- Come for a visit; Stay for a lifetime!

Lottie Kendall, Realtor®


CA DRE#10215160; 650-465-4547

Peninsula Living Business Page



Comment balloon 1 commentLottie Kendall • June 16 2012 01:15PM


Hi Lottie, Financial Planners are a great way to get professional and objective guidance planning for the future, John D. Lee sounds like a true professional.

Posted by Nancy Laswick, Your REALTOR® For The Valley Of The Sun (United Real Estate) about 8 years ago