Brandon Lee Email & Phone Number
Associate Financial Planner @ Mindful Asset Planning
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Brandon Lee Location
- Houston, TX, US
Brandon Lee Work
- Associate Financial Planner @ (August 2025 - Present)
- Volunteer Financial Coach @ (May 2024 - Present)
- Financial Planning Resident @ (August 2022 - August 2025)
- Volunteer Tax Preparer @ (January 2023 - April 2023)
- Financial Planning Intern @ (June 2022 - August 2022)
- Executive Board, Treasurer, Sergeant at Arms, Public Relations @ Chi Sigma Tau National Fraternity Inc. (November 2018 - May 2022)
- Dietary Aide @ (September 2016 - August 2018)
Brandon Lee Education
- University of Wisconsin-Madison
Bachelor's degree (Personal Finance - Financial Planning)
2018-2022
Brandon Lee Skills
- Financial Planning
- Financial Coaching
- Coaching
- TaxSlayer
- Project Management
- Tax Preparation
- Tax Software
- Tax Forms
- Personal Income Tax Returns
- Tax
- Morningstar Office
- Junxure
- Profiles
- Accounting
- Leadership
- Business Analytics
- Social Media
- Event Planning
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Teamwork
Brandon Lee Summary
- Brandon Lee, based in Houston, TX, US, is currently a Associate Financial Planner at Mindful Asset Planning. Brandon Lee brings experience from previous roles at Prepare + Prosper and Mindful Asset Planning. Brandon Lee holds a 2018 - 2022 Bachelor's degree in Personal Finance - Financial Planning @ University of Wisconsin-Madison. With a robust skill set that includes Financial Planning, Financial Coaching, Coaching, TaxSlayer, Project Management and more. Brandon Lee has 3 emails on RocketReach.
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