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Our financial advice team


Bill Lee

Bill Lee

LUTCF, CRPC®

Financial Advisor

TruNorth Financial Group
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Interests

Enjoys golfing, hunting, fishing and many activities with my family.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • LUTCF Life Underwriting Training Council Fellow
Newsletter

to receive my newsletters and other financial and market information

Community participation

Marine Corps League