Ken Lee began his career in financial services in 2005 and was employed with his first investment firm for nearly 15 years. Ken joined FB Investment Services in 2021. Ken holds the Certified Wealth Strategist® designation as well as the Certified Retirement Consultant® designation.
Ken’s wealth management approach focuses on helping you identify the financial issues that matter most to you and designing a strategic plan to help you pursue your vision. He is devoted to cultivating lasting relationships with clients who appreciate the sensitivity and integrity of a caring advisor.
Ken is a Fremont native and currently resides in Union City. He enjoys spending time with his wife and three children and enjoys watching the Golden State Warriors.