Member Directory

William D Lee, CFA, CFP®

Estate Planning
Financial Planning
Insurance Services- Business/Property-Casualty
Investment Management
Wealth Advisor / Portfolio Manager
ARQ Wealth Advisors, LLC
8605 E. Raintree Drive
Suite 240
Scottsdale, AZ 85260

Phone: 480-214-9572 ext. 112
Cell: 602-363-7685

Return to Member Search Results

Start a New Search

Edit My Member Profile

Use of this membership listing for mass solicitation is prohibited. Associate Members self-select professional disciplines and self report professional credentials. It is the Associate Member, not the CAEPC, that is responsible for the accuracy of that information. Users of this database, whether professional or public, are responsible for verifying the accuracy of any information contained in the membership directory.