Colin Lee

CFP®, AAMS®

Horizon Wealth Advisors

Financial Planner

Contact Me

Colin Lee

CFP®, AAMS®

Horizon Wealth Advisors

Financial Planner

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

Contact Me

(713) 748-7000

Website

Fee-Only financial planner located in Houston, TX, serving clients locally and across the country

Meet Colin Lee

Colin Lee is a Certified Financial Planner ™. He joined Horizon in 2017 and is responsible for supporting the financial planning aspects of the wealth management process.  In this role, he works closely with clients and their external advisors to gather and summarize financial information and collaborates with Horizon colleagues to analyze and develop client recommendations and solutions.  Prior to joining Horizon, Colin was a financial advisor in San Antonio and the Texas Hill Country.  Colin graduated from Texas A&M University where he earned a BBA in Finance.

Colin 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.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Colin Lee is a NAPFA Associate Member

    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.

Contact Colin Lee

(713) 748-7000

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Office Locations:

  • 2603 Augusta Dr
    Suite 1400
    Houston, TX 77057

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