Larry Lee

Larry Lee is a Certified Financial Planner and holds a Master’s Degree in Financial Services. He has been in this business for many years, and has a reputation for integrity. Because Larry also prepares taxes, he has a broad base of knowledge regarding the complexities and integration of investments and taxation.

Larry listens to his clients. He gathers the necessary information from each client in order to craft a plan as unique as each person.

Reading, jogging and hiking in Kauai are some of Larry’s favorite activities.

For a financial plan that fits you, call Larry at 509-448-1600.


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