Bryan  Lee

Bryan Lee

| CFP®, MBA

Strategic Financial Planning, Inc.

(972) 403-1234

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Fee-Only Financial Advisor serving Frisco/Plano, TX area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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6513 Preston Rd.
Suite 100
Plano, TX 75024

860 Hebron Pkwy.
Suite 1001
Lewisville, TX 75057

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Bryan Lee is a Plano and Frisco, TX Fee-Only Financial Planner serving the entire Plano and Frisco area. Strategic Financial Planning, Inc. specializes in providing objective financial planning and advice to help clients build, manage, grow, and protect their assets through life's transitions. Bryan Lee is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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 a registered financial advisor of the National Association of Personal Financial Advisors (NAPFA) network. He has been on D Magazine’s list of Best Financial Planners in Dallas every year running and named a Five-Star Wealth Manager.

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. He also has training through the Sudden Money® Institute for advising individuals on managing sudden wealth.

He is on the editorial review board of the Journal of Financial Planning, a volunteer and past president of CITY House, a non-profit providing shelter and counseling to abused/neglected children, 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.

Bryan is frequently interviewed and has appeared in local and national magazines, newspapers and journals including The Wall Street JournalInvestors Business Daily, CNNfnUSA Today,Smart MoneyKiplingersFinancial Planning MagazineThe Dallas Morning News and Channel 8 news.

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Discover, design and live the life you want by aligning your finances with your vision and values, creating true peace of mind through our unbiased, fee-only advice.

Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.

We strive to make your dreams become reality while allowing you to devote more time and attention to what truly matters in your life, secure in the knowledge that your financial matters are addressed.

As a registered investment advisor, Strategic Financial Planning Inc., based in Plano, Texas, has a fiduciary duty to every client. Our policy is to protect your interests and to put your goals as first and foremost in every situation. Principal Bryan Lee has been on D Magazine's list of Best Financial Planners in Dallas every year running and named as a Five-Star Wealth Manager.

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