GBOF Financial
Discover Your Ideal Retirement with David Lee
GBOF Financial
God Bless Our Friends
A boutique retirement firm in the Metro Los Angeles area can be the key to giving your golden years a cushion against everything from inflation to recession. If you want an architect who can build a base that lasts a lifetime, David D. Lee serves the communities in Orange County and Metro Los Angeles areas. Known for his acumen and expertise, you can trust him to set you up for success.
step 1
discovery
We begin by getting to know you, your goals, and your unique financial situation.
step 2
analysis
Next, we conduct a thorough analysis of your financial landscape, identifying opportunities and challenges.
step 3
recommendations
Based on our findings, we provide tailored recommendations designed to help you achieve your financial objectives.
the gbof difference
What Sets Us Apart
Taxes, estates planning, investments, charitable contributions, health care: your net wealth is a product of every financial decision you make. If you’re looking for support, the right retirement firm can help. At GBOF Financial, advisor David D. Lee helps people in Orange County and the greater Metro Los Angeles area plan for an unpredictable future. If you’re looking for a partner with enough experience and expertise, you can count on Lee’s counsel.
our services
Retirement income planning
Retirement income planning in the greater Metro Los Angeles area is a safer way to fund your expenses than savings alone.
wealth management
Wealth management in the Metro Los Angeles area is more than checking your portfolio every few months. If you want a more efficient strategy, you’ll need a partner that devotes the time to overseeing it all.