Colin Lee Email & Phone Number
Partner, Director of Financial Planning @ Horizon Wealth Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Colin Lee Location
- Houston, TX, US
Colin Lee Work
- Partner, Director of Financial Planning @ (January 2021 - Present)
- Financial Planner @ (August 2017 - December 2020)
- Financial Advisor @ (January 2015 - July 2017)
- Delivery Specialist @ (February 2013 - September 2014)
Colin Lee Education
- Texas A&M University
Bachelor of Business Administration (BBA) (Finance)
2008-2012
Colin Lee Skills
- Investments
- Retirement Planning
- Life Insurance
- Wealth Management
- Estate Planning
- Small Business Retirement Planning
- Financial Analysis
- Pension Administration
- Project Management
- Benefits Administration
- Project Delivery
- Recruiting
- Account Reconciliation
- Employee Benefits
- Administration
- Process Improvement
- Microsoft Office
- Customer Service
- Research
- Social Media
- Marketing
- Leadership
Colin Lee Summary
- Colin Lee, based in Houston, TX, US, is currently a Partner, Director of Financial Planning at Horizon Wealth Advisors. Colin Lee brings experience from previous roles at Horizon Wealth Advisors, Planto Roe Financial Services and Aon Hewitt. Colin Lee holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Finance @ Texas A&M University. With a robust skill set that includes Investments, Retirement Planning, Life Insurance, Wealth Management, Estate Planning and more. Colin Lee has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Colin Lee?
Find contact details for 700 million professionals.
Others Named Colin Lee
Colin Lee
Principal Product Owner VCDP Strategy and Technical Specialist V2X
Stratford-upon-Avon, GB
Colin Lee
VP of Sales
Markham, ON, CA
Top Horizon Wealth Advisors Employees
Colin Lee
Partner, Director of Financial Planning
Houston, TX, US
Owen Murray
Partner and Dir. of Investments
Houston, TX, US
Brad Hughes
Financial Planner
Friendswood, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co