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1445 E. Los Angeles Avenue #114
Simi Valley, CA 93065

LJR Tax, Financial & Insurance Services

(805) 304-7323

 
James Lee, CFP® EA

James Lee, CFP® EA

General Partner, Enrolled Agent, IAR, Lic Insurance Agent

James Lee joined LJR Tax, Financial & Insurance Services in 2005.  He is married with two children.  He received his BS in Mathematics from the University of California at Northridge.  He has worked as an RF Electronic engineer for more than 20 years.  He is licensed to offer financial services in California, Nevada and Texas; insurance services in CA and tax preparation.  He has worked as a tax preparer for several years including time spent working for H&R Block.  He earned the designation of enrolled agent.  He also earned a certificate in Financial Planning from Pepperdine University and the designation of CERTIFIED FINANCIAL PLANNERTM.