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
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 and wealth management 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 founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial Planner (CFP®) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. He began his financial career with Fidelity Investments in 1993.
Strategic Financial Planning continues to grow through referrals from existing clients and other professional advisors. The firm focuses on creating mutually beneficial, life-long relationships with its clients.
Bryan is frequently interviewed and has appeared in local and national magazines, newspapers and journals including The Wall Street Journal, Investor's Business Daily, CNNfn, USA Today, Smart Money, Kiplinger, Financial Planning Magazine, The Dallas Morning News, Dow Jones Newswire, theStreet.com, has appeared on WFAA Channel 8 News. He has been recognized as a Five Star Wealth Manager and one of Dallas’s Best Financial Planners in D Magazine every year since its inception and recently the firm was named a Top Wealth Manager. To learn more about Bryan, connect with him on LinkedIn.
Bryan Lee is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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 recognized as a Five Star Wealth Manager and one of Dallas’s Best Financial Planners in D Magazine every year since its inception and recently as a Top 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
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Bryan Lee is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bryan Lee is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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
Office Locations:
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6513 Preston Rd.
Suite 100
Plano, TX 75024
