Jim Lee Financial, LLCFinancial AdvisorsUpdated on Jun 8, 2026 View more like this | Visit ENCINITAS, CA | Contact Jim Lee Financial, LLC |
Descripyion:
Jim Lee Financial, LLC is an independent financial services firm in Encinitas, California, with over 32 years of experience helping clients retire well. Serving San Diego County and clients nationwide, we specialize in retirement income planning, 401(k) and 403(b) rollovers, estate and legacy planning, investment management, Social Security and tax strategies, life insurance, IRAs, RMD planning, federal employee benefits, and 529 college savings plans. Retire Well.
Hours:
Monday: 9AM-5PM
Tuesday: 9AM-5PM
Wednesday: 9AM-5PM
Thursday: 9AM-5PM
Friday: 9AM-5PM
Saturday: Closed
Sunday: Closed
Email:
[email protected]
Phone Number:
760-436-1711
Jim Lee Financial, LLC is an independent financial services firm in Encinitas, California, with over 32 years of experience helping clients retire well. Serving San Diego County and clients nationwide, we specialize in retirement income planning, 401(k) and 403(b) rollovers, estate and legacy planning, investment management, Social Security and tax strategies, life insurance, IRAs, RMD planning, federal employee benefits, and 529 college savings plans. Retire Well.
Hours:
Monday: 9AM-5PM
Tuesday: 9AM-5PM
Wednesday: 9AM-5PM
Thursday: 9AM-5PM
Friday: 9AM-5PM
Saturday: Closed
Sunday: Closed
Email:
[email protected]
Phone Number:
760-436-1711
Jim Lee Financial, LLC
937 S Coast Highway 101, Suite C-206 Encinitas, California 92024
