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Albert Lee CFPFinancial advisor in San Jose, CA

Albert Lee CFP is a financial advisor at 4880 Stevens Creek Blvd #200, San Jose, CA 95129, ranked #40 of 255 financial advisors in San Jose and rated 5.0 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Albert Lee CFP
Address4880 Stevens Creek Blvd #200, San Jose, CA 95129Get directions
Phone(408) 979-8000
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves San Jose and 11 towns within 25 miles: Cupertino, Santa Clara, Campbell, Sunnyvale, Saratoga, Los Gatos, Mountain View, Communications Hill, Los Altos, Milpitas and Alum Rock.

Based in San Jose, CAView on map

Questions about Albert Lee CFP

How is Albert Lee CFP ranked in San Jose?

Albert Lee CFP is ranked #40 of 255 financial advisors in San Jose by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Albert Lee CFP serve?

Serves San Jose and 11 towns within 25 miles: Cupertino, Santa Clara, Campbell, Sunnyvale, Saratoga, Los Gatos, Mountain View, Communications Hill, Los Altos, Milpitas and Alum Rock. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Albert Lee CFP?

Albert Lee CFP has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Albert Lee CFP?

Call Albert Lee CFP on (408) 979-8000. The business is at 4880 Stevens Creek Blvd #200, San Jose, CA 95129. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Albert Lee CFP compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Albert Lee CFP (this business)—635.0 (4)——
True North Advisors#38635.0 (4)NoNo6.5 mi
Lanette Carey: Primerica - Financial Services#39635.0 (4)——2.3 mi
Capital V Group#41635.0 (9)NoNo1.4 mi

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