Spl Financial
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Business description
We work with a select group of families and act as their personal CFO's.
For over a decade, Sean Lee has been helping families reach and maintain their ?nancial goals. As a trusted advisor, Sean takes a practical and personal approach with his clients, assisting them with their ?nancial goals by focusing on the fundamentals. He thoroughly educates his clients about the advantages and disadvantages of every ?nancial decision they make and then helps them create and execute a material ?nancial plan. As a trusted professional in Utah, Sean has been featured in The Wall Street Journal's Market Watch, The Deseret News and The Salt Lake Tribune. Sean has also been featured as a local ?nancial expert on Utah's NBC station, KSL 5. Sean can be heard weekly on the radio as part of the Financial Safari radio show on Salt Lake's KLO 1430AM or 103.1 FM. Sean's clients
General information
- Business Services Financial Investment Advice Financial Advisory Services
Estimated number of employees: | 1 to 4 | |
Annual sales estimate: | 0 | |
City / suburb: | Salt Lake City, UT | |
County: | Salt Lake |
financial planner, income planning, retirement planning services, personal finance services, investment services, financial services
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