JULIAN LE
Financial Advisor
JLe@Redhawkwa.com
(714) 277-0468
12881 Knott Street, Suite 103 Garden Grove, CA 92841
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Julian Son Le brings more than twenty-nine (29) years of experience helping his clients obtain real estate financing, increase income, and lower taxes while in pursuit of their financial goals. A Wealth Advisor and Enrolled Agent (EA), Mr. Le uses his comprehensive knowledge to assist his clients to avoid common and sometimes unfortunate financial oversights. Among his areas of concentration, Julian specializes in wealth management, financial coaching, and proactive tax planning. His focus is mainly on offering proactive tax planning and empowering financial strategies as they relate to the need of his clients and how they can assist both individuals and business owners to legally reducing their tax liabilities in pursuit of their financial goals.
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Julian is a graduate of California State University, Pomona. He is licensed as an Enrolled Agent (EA), licensed in securities (Series 65), licensed real estate Broker, and licensed insurance Broker. He is an active member of the National Association of Realtors (NAR), Orange County Association of Realtors (OCAR), and National Association of Tax Professionals (NATP).
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OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
