Bryan Lee

CFP®, MBA

Strategic Financial Planning, Inc.

Financial Planner

Bryan Lee

CFP®, MBA

Strategic Financial Planning, Inc.

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bryan Lee, CFP®, MBA

(972) 403-1234

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

Bryan Lee is a Plano, TX fee-only financial planner. Strategic Financial Planning, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bryan Lee is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Bryan Lee is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Bryan Lee is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Bryan Lee is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Bryan Lee is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Bryan Lee

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Office Locations:

  • 6513 Preston Rd.
    Suite 100
    Plano, TX 75024
  • 860 Hebron Pkwy.
    Suite 1001
    Lewisville, TX 75057

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