Bryan Lee Email & Phone Number

Bryan Lee, CFP, MBA founded Strategic Financial Planning, Inc. to provide fee-only financial planning and investment advisory services to individuals. In addition to holding a Certified Financial Planner license, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. He began his financial career with Fidelity Investments.Bryan is actively involved and serves on the Boards of several associations and charities including past President and Chairman of the Dallas/Ft. Worth Chapter of the Financial Planning Association, current President of CITY House and former board member of Family Services of Plano. Bryan is also a volunteer Junior Achievement teacher. Strategic Financial Planning, Inc. continues to prosper through referrals from existing clients and other professional advisors. The firm focuses on creating mutually beneficial, life-long relationships with its clients. Bryan is frequently interviewed and has appeared in local and national magazines, newspapers, and journals including the Wall Street Journal, Investors Business Daily, CNNfn, Smart Money, Dow Jones Newswire, USA Today, Kiplingers Personal Finance, the Street.com, Investment News, The Dallas Morning News, Financial Planning Magazine, has appeared on Channel 8 News and was named one of ‘Dallas’ Best Financial Planners’ the last 4 years of D Magazine. He has written regular columns for several local newspapers and taught continuing education courses for Southern Methodist University and Collin County Community College.Specialties: Working with physicians, divorcees/widows and small business owners.Contact Bryan today to learn more about his services. https://strategicfp.com/contact-usStrategic Financial Planning, Inc. is an independent financial advisory firm located in Plano, Texas, specializing in financial planning and wealth management. We use a financial planning process that helps make your dreams become reality while allowing you to devote more time and attention to what truly matters in your life, secure in the knowledge that your financial matters are addressed.

Listed skills include Retirement Planning, Lifestyle Planning, Investment Management, Estate Tax Planning, and 5 others.