Albert Lee

As a mortgage planner since 1987 he has experienced the “boom & bust” cycles of mortgage markets. He educates his clients on how to select the best loan options that meet their short and long term financial goals. He utilizes state-of-the-art analysis tools, along with easy to understand charts to empower his clients to exploit timely rate-lock opportunities. You will work directly with him, not his support staff, on your loan.  He will provide straight answers to your questions, and keep you updated throughout the loan process.

Albert has been the Certified Financial Planner (CFP) since 1993. With his extensive knowledge and commitment in personal financial planning, he is also held to the highest ethical standard as a financial advisor.  In addition to providing mortgage planning services,  he also strategizes with his clients to help them achieve financial independence. His goal is to build long term advisory relationships with clients, one at a time, based on knowledge, service and integrity.

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