Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Lee is a Certified Financial Planner® who is currently registered with TCI Wealth Advisors, Inc. in Arizona. Vanessa has been in the financial services industry since 2014 and is focused on providing financial planning services to individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, and charitable organizations. Vanessa has specializations in retirement planning, investment management, estate planning, and insurance planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
10/27/2017 - Present
TCI Wealth Advisors, Inc. (Scottsdale AZ)
Active
Inactive
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