Dexter Lee
Financial Advisor at Tax & Financial Group
- Role
- Financial Advisor at Tax & Financial Group
- Location
- Honolulu County, HI, US
- LinkedIn followers
- 500 followers
About Dexter Lee
Local graduate of the University of Hawaii at Manoa, Shidler College of Business with a Master of Business Administration and a Bachelor of Business Administration in Accounting and Finance degree. Experienced financial services professional inspiring clients to dream more and invest for their financial future. I guide business owners, families, and individuals with the accumulation and preservation of wealth through comprehensive financial planning strategies, investment methodology, and the encompassing resources available through Tax & Financial Group. My other business expertise include accounting, human resources, payroll, financial budgeting, financial modeling, cash flow analysis, marketing, sales, business operations and development. I had provided consultation to help local businesses in addressing organizational behavior, employee motivation, retention, building corporate morale, creating marketing plan, and enterprise risk management.
Experience
Financial Advisor
Nov 2019 — Present · Honolulu, HI, US
80••••••33 Ext 2••••••••@tfgroup.com1001 Bishop St #2620Honolulu, HI Insurance License # 477209Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group is independently owned and operated.
Education
University of Hawaii at Manoa
Bachelor of Business Administration - BBA, Accounting and Finance
University of Hawaii at Manoa
Master of Business Administration - MBA, Business Administration and Management, General
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