Jason Lee

Brings more than three decades of experience helping individuals and families in the Santa Clara Valley achieve lasting financial security through highly customized planning. He is passionate about simplifying complex financial concepts and empowering clients to make informed decisions without fear or uncertainty. Eric brings tremendous attention to detail and a steady, thoughtful approach to every client relationship.

Focused on helping families, professionals, and business owners make confident, value-aligned financial decisions. He is committed to simplifying complex planning topics and empowering clients with clarity through education and collaboration.

His upbringing shaped his passion for helping people feel informed, confident, and supported with their finances. Knowing that he can reduce his clients’ financial stress and help them build long term security keeps him focused on growing, learning, and delivering the highest level of service.

Helps individuals and families prepare for the financial and emotional realities of long-term care, rising healthcare costs, and retirement income planning. Drawing on his background in health care administration, Tim develops tailored protection and investment strategies designed to preserve wealth and support long-term financial independence.

Focused on helping young professionals build strong financial foundations and guiding pre-retirees as they develop strategies to maximize income while preserving long-term asset longevity. Wes also brings expertise working with professionals in the technology industry, helping them navigate stock options, RSUs, and acquisition-related complexities.