Jon Lee, CFP®, ChFC®

I joined Osaic via the acquisition of Lincoln Financial Network. I have been working in the financial sector for 25 years, 19 of those years with Lincoln Financial. In my role in the National Planning Institute, I provide consulting services to advisors in all areas of financial planning with focuses on estate, business succession, and income taxation. I also collaborate with advisors to develop comprehensive personalized financial plans to address their clients’ goals and objectives.

I graduated from the University of California, Davis with a double major in physiology and psychology. I am a lifelong resident of the San Francisco Bay Area and an avid fan of all our local sports teams.