Bryan K. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Bryan K. Lee, CFP®


Owner and Financial Planner

Strategic Financial Planning, Inc.

6513 Preston Rd, Ste 100
Plano, TX 75024
(972) 403-1234


Bryan Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Strategic Financial Planning, Inc. in Plano, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - MBA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Insurance, Life Planning, Retirement, Startup, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances


Helpful Financial Planning Resources