Richard Lee (BBA, CFA, CFP®, MBA)
Richard Lee focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Investment Advice with Ongoing Management
- Alternative or Private Investments
- Investment Advice with Ongoing Management
Planning Specialties
Richie established Lee Financial in 1975 and is the Chairman and Founder. Early in his career, Richie recognized two things: (1) the value Financial Planning provided in helping make the right decisions for the right reasons; and (2) the conflicted nature of the product-driven industry structure. As a result, he established Lee Financial as a fee-only financial planning and investment advisory firm in Texas. Richie is passionate about helping his clients reach their personal and financial goals, and he recognized the need for a multidisciplinary approach to solving his clients’ problems. This broader context involved integrating financial and business planning as a well as a goal-based structure focused on an array of specific client objectives. Richie received a Bachelor of Business Administration degree from the University of Texas and a Master of Business Administration degree from Southern Methodist University. Richie earned a Chartered Financial Analyst (CFA) certification and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. During his personal time, Richie is an avid reader and stays active through running and skiing.NAPFA Start Date
May 21, 1991
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