Daniel S Lee, CFA, CFP, is a financial planner who provides clear, unbiased advice to help busy individuals make smart financial choices.
Daniel S Lee, CFA, CFP, is a financial planner who provides clear, unbiased advice to help busy individuals make smart financial choices. He is an award-winning instructor at UC Berkeley Extension and serves on the advisory board of the UC Berkeley Personal Financial Planning Program. He is a member of the CFA Society of Orange County, and leads the financial planning team as the Director of Financial Planning and Advice at BrightPlan, a leading financial wellness benefit provider.
