Daniel Lee (CFP®, CRPC®)

Daniel Lee focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Helping the next generation of investors becomes intelligent investors. We are not your traditional advisor, only giving financial advice. We want to help clients grow their personal and professional capital.

Check out www.themodernincome.com . The Modern Income is our tactical investment strategy offered to select investors. We believe as markets change, so should your investment strategy.

NAPFA Start Date

August 31, 2021


This Office

9095 E. 49th Pl. Denver, CO 80238 Phone: (720) 496-5474