Serenia Life Advisor

Joseph Lee Son CFP®, FIC

Languages Spoken: English

I believe we should move through life with purpose and assurance, not hesitation. Juggling the responsibilities of family and my own professional pursuits, I know how easily personal aspirations can be set aside in the whirlwind of daily demands. It’s precisely why I focus on fostering authentic connections and straightforward dialogue – to cut through the noise and concentrate on what truly matters to you.

As a Certified Financial Planner, I specialize in helping to articulate your financial vision and building a structured, sensible path to achieve it. With over 26 years of experience supporting hundreds of individuals, I provide steady guidance and practical strategies, revisiting and refining the approach as life evolves.

My commitment is to offer the clarity and support you need to pursue your goals with conviction … to turn the future you imagine into the one you live.

Become an Advisor

Become an Advisor

Become an Advisor

Become an Advisor