Nexus Financial Strategies

George Lee, founder of Nexus Financial Strategies, entered this industry in a unique way: by starting with his own needs. More than 10 years ago, he sold his successful financial information company and sought a financial professional who could help him with all his questions and concerns regarding business, financial and tax planning strategies. Searching high and low for the guidance he needed, he could only find large institutions that were solely motivated by their bottom line or were only focused on one aspect of planning.

Realizing there were other people like him who needed help with their many financial needs, he decided to fill this planning gap by forming his own financial services firm, Nexus Financial Strategies, and becoming a financial planner.

Today, with years of experience helping countless professionals and families, I offer comprehensive planning and help people view their finances from all angles. This holistic approach allows me to craft plans that will grow with you over the years, adjust as life changes, and guide you and your family toward your goals.