July 21st at 10AM PT
With so many resources online to learn about personal finance, and a staggering amount of financial information, it can make it hard to identify the best sources on budgeting, saving and investing. We’re joined by industry expert, Fred Lee, to discuss some of the top things he’s learned over the years. Fred and his wife Nancy launched a financial advisory firm, Financial Decisions (now FinDec), in the late 80’s and have embraced new techniques, technologies and thinking along the way.
Join us as we hear relevant stories and tricks of the trade from Fred himself.
In 1987, Fred and Nancy Lee earned the trust of their first client. The husband-wife duo launched a financial advisory firm focused on putting clients first and they built it up, one client at a time. They brought on team members who shared in their vision of helping people build wealth over time.
The business has come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what’s most important: Our clients and the trust they have in us. We’ll always maintain the values Fred and Nancy cemented in the company.