Bryan Keith Lee

Chief Executive Officer at Strategic Financial Planning, Inc. (Texas)

Consumer Services

Finance

Profile

Mr. Bryan K.
Lee is a President & Chief Compliance Officer at Strategic Financial Planning, Inc. (Texas).
He began his financial career with Fidelity Investments in 1993.
He received his BBA degree in Finance from the University of North Texas and an MBA from the University of North Texas.

Bryan Keith Lee active positions

Companies	Position	Start
Strategic Financial Planning, Inc. (Texas) Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance Strategic Financial Planning, Inc. (SFP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Bryan Lee in 1999. SFP provides financial planning and wealth management services to individuals, high net worth individuals, pension plans, profit-sharing plans, charitable organizations, corporations and other business entities.	Chief Executive Officer	1999-07-31

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Training of Bryan Keith Lee

University of North Texas

Masters Business Admin

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Private companies	1
Strategic Financial Planning, Inc. (Texas) Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance Strategic Financial Planning, Inc. (SFP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Bryan Lee in 1999. SFP provides financial planning and wealth management services to individuals, high net worth individuals, pension plans, profit-sharing plans, charitable organizations, corporations and other business entities.	Finance