Bryan Lee's Location
Plano, TX, US
Bryan Lee's Work
- Founder and owner @ Strategic Financial Planning Inc
- Owner @ Complete Health & Wellness
- President and Board Member @ City House
- President and Chairman and Board Member @ Financial Planning Association
Bryan Lee's Education
- University of North Texas
MBA (Finance)
1994 - 1995 - University of North Texas
BBA (Finance)
1992 - 1994 - Wylie
Bryan Lee's Skills
- Retirement Planning
- Lifestyle Planning
- Investment Management
- Estate Tax Planning
- Personal Tax Planning
- College Savings Plans
- Employee Stock Options
- Risk Management
- Business Planning
Bryan Lee's Summary
Bryan Lee, based in Plano, TX, US, is currently a Founder and owner at Strategic Financial Planning Inc, bringing experience from previous roles at Complete Health & Wellness, CITY House and Financial Planning Association. Bryan Lee holds a 1994 - 1995 MBA in Finance @ University of North Texas. With a robust skill set that includes Retirement Planning, Lifestyle Planning, Investment Management, Estate Tax Planning, Personal Tax Planning and more, Bryan Lee contributes valuable insights to the industry. Bryan Lee has 1 email and 1 mobile phone number on RocketReach.
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