Daniel S Lee, Cfa, Cfp®

Daniel S Lee, Cfa, Cfp® Email and Phone Number

VP of Global @ BrightPlan
los gatos, california, united states
Daniel S Lee, Cfa, Cfp®'s Location
Los Angeles, California, United States, United States
Daniel S Lee, Cfa, Cfp®'s Contact Details

Daniel S Lee, Cfa, Cfp® personal email

Daniel S Lee, Cfa, Cfp® phone numbers

About Daniel S Lee, Cfa, Cfp®

Daniel S Lee, Cfa, Cfp® is a VP of Global at BrightPlan. He possess expertise in wealth management, retirement planning, investment management, portfolio management, strategic financial planning and 2 more skills.

Daniel S Lee, Cfa, Cfp®'s Current Company Details
BrightPlan

Brightplan

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VP of Global
los gatos, california, united states
Website:
brightplan.com
Employees:
43
Daniel S Lee, Cfa, Cfp® Work Experience Details
  • Brightplan
    Vp Of Global
    Brightplan Mar 2024 - Present
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  • Brightplan
    Director, Financial Planning And Advice
    Brightplan Aug 2021 - Mar 2024
    San Francisco Bay Area
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  • Uc Berkeley Extension
    Instructor
    Uc Berkeley Extension Jan 2018 - Present
    San Francisco Bay Area
    🏆 2019 Tim Kochis Award for Teaching Excellence Courses: Stock Compensation and Concentration ManagementEmployment Benefits and Retirement Planning
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  • Plancorp, Llc
    Head Of San Francisco & Senior Wealth Manager
    Plancorp, Llc Jan 2019 - Aug 2021
    San Francisco Bay Area
    View
  • Bingham, Osborn & Scarborough, Llc
    Wealth Manager
    Bingham, Osborn & Scarborough, Llc Apr 2008 - Jan 2019
    San Francisco Bay Area
    View

Daniel S Lee, Cfa, Cfp® Skills

Wealth Management Retirement Planning Investment Management Portfolio Management Strategic Financial Planning Asset Allocation Estate Planning

Daniel S Lee, Cfa, Cfp® Education Details

Frequently Asked Questions about Daniel S Lee, Cfa, Cfp®

What company does Daniel S Lee, Cfa, Cfp® work for?

Daniel S Lee, Cfa, Cfp® works for Brightplan

What is Daniel S Lee, Cfa, Cfp®'s role at the current company?

Daniel S Lee, Cfa, Cfp®'s current role is VP of Global.

What is Daniel S Lee, Cfa, Cfp®'s email address?

Daniel S Lee, Cfa, Cfp®'s email address is da****@****ail.com

What is Daniel S Lee, Cfa, Cfp®'s direct phone number?

Daniel S Lee, Cfa, Cfp®'s direct phone number is +131072*****

What schools did Daniel S Lee, Cfa, Cfp® attend?

Daniel S Lee, Cfa, Cfp® attended University Of Michigan, Uc Berkeley Extension, Columbia University In The City Of New York.

What are some of Daniel S Lee, Cfa, Cfp®'s interests?

Daniel S Lee, Cfa, Cfp® has interest in Personal Finance, Education, Finance, Financial Services, Arts And Culture.

What skills is Daniel S Lee, Cfa, Cfp® known for?

Daniel S Lee, Cfa, Cfp® has skills like Wealth Management, Retirement Planning, Investment Management, Portfolio Management, Strategic Financial Planning, Asset Allocation, Estate Planning.

Who are Daniel S Lee, Cfa, Cfp®'s colleagues?

Daniel S Lee, Cfa, Cfp®'s colleagues are Jennifer Peinert, Scott Spann, Phd, Cfp®, Aynsley Hensgen, Jessica Mangum, Haleigh Albers, Cfp®, Lynsey H., Chantal M. Hersey, Cfp®.

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