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Bryan Lee (CFP®, MBA)

Bryan Lee focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Divorce Planning
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Bryan Lee, CFP®, MBA, founded Strategic Financial Planning Inc. to provide fee-only financial planning and wealth management to individuals and families including physicians and small business owners. In addition to being a Certified Financial Planner (CFP) practitioner, he is an advanced advisor with the Sudden Money® Institute. He has been named to D Magazine’s list of Best Financial Planners in Dallas every year running.

Bryan holds an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. He began his financial career in 1993 with Fidelity Investments.

Additional Information

Bryan is on the editorial review board of the Journal of Financial Planning, past president of CITY House, a non-profit providing shelter and counseling to abused/neglected children, volunteer with the Prison Entrepreneurship Program as well as a Junior Achievement volunteer teacher. He has also served as President and then Chairman of the Board of Directors of the Dallas/Ft. Worth Chapter of the Financial Planning Association and taught continuing education courses at several local universities and colleges on personal finance.

NAPFA Start Date

November 26, 2003

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6513 Preston Rd Ste 100 Plano, TX 75024 Phone: (972) 403-1234 Fax: (972) 735-0601
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