Daniel Lee Email & Phone Number
Chief Investment Officer @ BrightPlan
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Daniel Lee Location
- United States
Daniel Lee Work
- Chief Investment Officer @ (October 2025 - Present)
- VP, Global Financial Planning and Education @ (May 2026 - Present)
- VP, Global Financial Planning @ (March 2024 - May 2026)
- Director, Financial Planning and Advice @ (August 2021 - March 2024)
- Instructor @ (January 2018 - Present)
- Head of San Francisco, BrightPlan Liaison @ Plancorp, LLC (January 2019 - August 2021)
- Wealth Manager @ (April 2008 - January 2019)
Daniel Lee Education
- University of Michigan
BS
- UC Berkeley Extension
Certificate
- Columbia University
Daniel Lee Skills
- Wealth Management
- Strategic Financial Planning
- Portfolio Management
- Investment Management
- Estate Planning
- Retirement Planning
- Asset Allocation
- BrightPlan
- Cfp
Daniel Lee Summary
- Daniel Lee, based in United States, is currently a Chief Investment Officer at BrightPlan. Daniel Lee brings experience from previous roles at BrightPlan and UC Berkeley Extension. Daniel Lee holds a BS @ University of Michigan. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Portfolio Management, Investment Management, Estate Planning and more. Daniel Lee has 4 emails and 1 mobile phone numbers on RocketReach.
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