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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Judy Lee, CF2

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Judy Lee

Certified Financial Fiduciary®

Redwood City, CA
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200146
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About Judy Lee

Judy Lee 
I offer a holistic approach to financial and retirement planning.  I provide a total financial needs analysis with expertise in: advisory services, retirement analysis and programs, estate strategies, employee benefit and retention services, business continuation strategies, and trust services 
Completing the Retirement Income Planning Certification designation
Registered representative of and securities and investment advisory services offered through Hornor, Townsend & Kent, Inc (HTK).
Registered Investment Advisor
 

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