Colin Lee, Cfp®

Colin Lee, Cfp® Email and Phone Number

Partner, Director of Financial Planning at Horizon Wealth Advisors @ Horizon Wealth Advisors
Colin Lee, Cfp®'s Location
Houston, Texas, United States, United States
Colin Lee, Cfp®'s Contact Details

Colin Lee, Cfp® personal email

n/a

Colin Lee, Cfp® phone numbers

About Colin Lee, Cfp®

As a Certified Financial Planner™ and Partner at Horizon Wealth Advisors, my primary focus revolves around the practical intricacies of wealth management. I take a hands-on approach, helping our clients gain a clear grasp of their current financial standing while also laying the groundwork for their financial future. Through careful analysis and close collaboration with our clients and their external advisors, our team crafts tailored recommendations and actionable solutions that align with both their immediate needs and their long-term aspirations.

Colin Lee, Cfp®'s Current Company Details
Horizon Wealth Advisors

Horizon Wealth Advisors

View
Partner, Director of Financial Planning at Horizon Wealth Advisors
Colin Lee, Cfp® Work Experience Details
  • Horizon Wealth Advisors
    Partner, Director Of Financial Planning
    Horizon Wealth Advisors Jan 2021 - Present
    Houston, Tx, Us
    View
  • Horizon Wealth Advisors
    Financial Planner
    Horizon Wealth Advisors Aug 2017 - Dec 2020
    Houston, Tx, Us
    View
  • Planto Roe Financial Services
    Financial Advisor
    Planto Roe Financial Services Jan 2015 - Jul 2017
    San Antonio, Tx, Us
    View
  • Aon Hewitt
    Delivery Specialist
    Aon Hewitt Feb 2013 - Sep 2014
    London, Gb
    Large Market Define Benefit Plans
    View

Colin Lee, Cfp® 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

Colin Lee, Cfp® Education Details

  • Texas A&M University
    Texas A&M University
    Finance

Frequently Asked Questions about Colin Lee, Cfp®

What company does Colin Lee, Cfp® work for?

Colin Lee, Cfp® works for Horizon Wealth Advisors

What is Colin Lee, Cfp®'s role at the current company?

Colin Lee, Cfp®'s current role is Partner, Director of Financial Planning at Horizon Wealth Advisors.

What is Colin Lee, Cfp®'s email address?

Colin Lee, Cfp®'s email address is co****@****roe.com

What is Colin Lee, Cfp®'s direct phone number?

Colin Lee, Cfp®'s direct phone number is +121047*****

What schools did Colin Lee, Cfp® attend?

Colin Lee, Cfp® attended Texas A&m University.

What are some of Colin Lee, Cfp®'s interests?

Colin Lee, Cfp® has interest in Football, Cooking, Reading, Biking, College Sports.

What skills is Colin Lee, Cfp® known for?

Colin Lee, Cfp® has skills like Investments, Retirement Planning, Life Insurance, Wealth Management, Estate Planning, Small Business Retirement Planning, Financial Analysis, Pension Administration, Project Management, Benefits Administration, Project Delivery, Recruiting.

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