Richard Lee (BBA, CFA®, CFP®, MBA)

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

  • Alternative or Private Investments
  • Investment Advice with Ongoing Management

Planning Specialties

RICHARD R. LEE, JR., CFP®, CFA
President
 
Mr. Lee is the President of Lee Financial Corporation, which he helped found in 1975 as one of the first fee-only financial advisors in Texas. He is a CFA Charterholder (Chartered Financial Analyst) and a Certified Financial Planner (CFP®). Mr. Lee received a Bachelor of Business Administration degree from the University of Texas at Austin in 1969 and a Master of Business Administration degree from Southern Methodist University in 1978. Mr. Lee served in the US Army from October 1969 to April 1972, including a tour in Vietnam as an infantry platoon leader.
Mr. Lee currently serves on the Board of several companies, public and private. He is an active member of the CFA Institute (formerly AIMR), the Financial Planning Association (FPA) and is a charter member of the National Association of Personal Financial Advisors (NAPFA).

NAPFA Start Date

May 21, 1991

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This Office

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