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Our Advisors

David Lee Ameriprise Financial Advisor
Background and qualification information is available at FINRA’s BrokerCheck website
28
Years of Experience ?

Interests

I enjoy sports, golfing, and spending time with my family.

Community Participation

I serve on the board of directors and am the treasurer for Kin On Health Center, a local non-profit nursing home. I am also the Assistant Scoutmaster for Boy Scouts Troop 252.

Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Education

  • University of Washington - Bachelor of Arts in Business Administration
Newsletter

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My Photos(2 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.