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Jordon Chee
Financial Advisor @Merrill Lynch
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WORK HISTORY
Financial Advisor @Merrill Lynch
The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
EDUCATION
Sonoma State University
Bachelor's Degree
ABOUT JORDON CHEE
Personally, I describe myself as a passionate, caring and ambitious person who loves the adventures of life. I\'m always looking to empower and lift others whether it\'s through advice, support or mentoring. Some outside interests I enjoy include: traveling, playing basketball, hiking with my dog, and eating delicious sushi. Professionally, along with a team of specialists, I provide goals-based wealth management to accomplished professionals and successful business owners. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing. I WOULD LOVE TO CONNECT IF- You are looking to work with a dynamic advisor - You would benefit from simplifying your financial life - You are an excellent saver and wondering,\"How do I begin making my money work for me?\"- You are at a transitional period in life and would like advice on the financial decisions you\'re facing - You have a passion for bay area sports teams - You would just like to meet!
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