Lee Jones Tangent Retirement
19925 Stevens Creek Blvd, Ste 100
Cupertino, CA 95014
201 E. Sandpointe Ave, Ste 460
South Coast Metro, CA 92707
About Tangent Retirement:
Lee Jones is the Founder and Wealth Manager at Tangent Retirement where he works diligently to develop and implement diverse, strategy-based financial plans for his clients, utilizing industry leading technology and resources from some of the largest, most respected financial institutions.
Lee has more than 20 years of experience in the financial services industry and focuses on asset management and retirement and income planning. He is also well-versed in estate planning strategies, insurance, long-term care, small business and employer-sponsored 401(k) plans, 403(b) plans, and pension strategies. He primarily works with executives, engineers, small business owners, retirees, and individuals in need of financial guidance during a divorce or legal settlement.
Before forming Tangent, Lee worked as a Partner and Wealth Manager at Stratos Wealth Partners. In his seven years with the firm, Lee built a thriving practice serving clients in Northern and Southern California. His team managed over $250 Million dollars for trusted clients.
Prior to that, Lee served as a senior financial advisor at Union Bank managing three branch locations with more than $100 million in assets under management. He also worked for JP Morgan Chase, serving as a vice president and investment manager where he oversaw 30 branch-based financial advisors. Lee began his career in the bank channel in 1999 with Wells Fargo in Phoenix, Arizona. He was quickly promoted to branch manager in 2001, leading the most productive branch within in Northern Phoenix.
When Lee is not working, he enjoys spending time with his wife Lauren and daughter Hannah. They all share a love for the California wilderness and make every effort to spend as much time outdoors as possible.