Dana Pingenot (CFP®, CLU)

Dana Pingenot focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving

Planning Specialties

President & Capital Strategist

Ms. Pingenot is President and Capital Strategist at Lee Financial.  She graduated from Baylor University with a Bachelor of Business Administration degree in Financial Planning and earned her CFP designation in 1991 and CLU designation in 2002.

Ms. Pingenot has over 25 years of experience in all facets of comprehensive planning, including human capital development for her clients and employees.

She joined Lee Financial in 1991 and has worked with the company to develop the WholeVisionTM approach that serves the needs of its clients and employees. She has also been instrumental in creating value-added models that help diverse groups of professionals, entrepreneurs, executives and families meet their life goals.


NAPFA Start Date

July 22, 2005


This Office

8350 N Central Expy Ste 1800 Dallas, TX 75206-1647 Phone: (972) 960-1001 Fax: (972) 404-1123