Strategic Financial Planning

Financial Advisor
Plano Texas 75024

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Navigating Your Life Journey™

Contact Information

  • Financial Services
  • Strategic Financial Planning
  • Year Established
  • 1999
  • Phone Number
  • 972-403-1234
  • Location
  • 6513 Preston Rd
    Suite 100
    Plano, TX 75024
    United States

Company Details

  • Hours of Operation
  • By appointment
  • Credentials
  • CERTIFIED FINANCIAL PLANNER™ / CFP®
    CPA/PFS™ (Certified Public Accountant with Personal Financial Specialist credential)
  • Honors & Awards
  • Bryan Lee has been named one of Dallas’ Best Financial Planners in D Magazine every year since inception.

More About Strategic Financial Planning

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial Planner (CFP®) practitioner, 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 in 1993.

Bryan is actively involved and has served on the Boards of several associations and charities including past President and then Chairman of the Dallas/Fort Worth Chapter of the Financial Planning Association, National Association of Personal Financial Advisors, Family Services of Plano, CITY House Board of Directors President, Editorial Review Board of the Journal of Financial Planning, Keep Plano Beautiful community volunteer and Junior Achievement Volunteer Teacher.

Strategic Financial Planning continues to grow 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 JournalInvestors Business Daily, CNNfnUSA TodaySmart MoneyKiplingersFinancial Planning MagazineThe Dallas Morning News, Dow Jones Newswire, theStreet.com, has appeared on WFAA Channel 8 News, and has been named one of Dallas’ Best Financial Planners in D Magazine every year since inception.

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Plano Texas 75024