Son Le


    Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Special Care, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Estate Planning, Business Succession Planning, Group Benefits, Charitable Giving

    Languages: English, Vietnamese

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    See Son’s Licenses and Disclosures

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    Contact Son

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    Bakersfield Satellite Office

    Satellite Office

    5001 California Ave Suite 105
    Bakersfield, CA 93309

    CRN202008-234829