John D. Lee, CFP®
Education
Stanford University Graduate School of Business
MBA, Business 1993-01-01 - 1995-01-01
Stanford University
BAS, Sociology and VTSS (Industrial Engineering) 1985-01-01 - 1990-01-01
Ames High School
, 1982-01-01 - 1985-01-01
Welch Junior High
, -Work Experience
Vantage Wealth Management, LLC
Current
Vantage Wealth Management, LLC
SageCrest Wealth Management
2006-08-01 - 2015-02-01
SageCrest Wealth Management
City College of San Francisco - City Extension
2009-02-01 - 2014-02-01
City College of San Francisco - City Extension
Cisco
2002-06-01 - 2006-08-01
Cisco
Microsoft
1998-10-01 - 2000-12-01
Microsoft
LinkExchange
1998-01-01 - 2000-01-01
LinkExchange
Intuit
1997-01-01 - 1998-08-01
Intuit
Sheraton Boston Hotel
1995-01-01 - 1996-01-01
Sheraton Boston Hotel
The Clorox Company
1994-06-01 - 1994-08-01
The Clorox Company
APM (CSC Healthcare)
1990-09-01 - 1993-06-01
APM (CSC Healthcare)
Skills
Summary
A CERTIFIED FINANCIAL PLANNER™ Professional and a financial advisor since 2006, I have a passion for helping clients explore and identify what matters most to them so that they can pursue the goals that motivate and inspire them. I use comprehensive financial planning as the foundation for developing and implementing customized investment strategies and thoughtfully targeted insurance solutions. Originally from Iowa, I earned a bachelor’s degree and MBA from Stanford University. I spent a decade as a marketing professional in the technology industry before becoming a financial advisor. I am married and serve on the Board of Trustees for Sonoma Academy in addition to being a past trustee for St. Paul’s Episcopal School in Oakland. I enjoy basketball, soccer, poker, golf, dogs, and drumming and am a fervent college basketball fan, stopping just short of wearing funny wigs and painting my chest team colors. CA Insurance License #0F31807
