Vanessa Lee (CFP®, CPA, MBA)

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

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Vanessa Lee, MBA, CPA, CFP®, is an Advisor in the Scottsdale office of TCI Wealth Advisors. She earned a Bachelor of Arts in History and a Master of Business Administration from the University of Arizona. Vanessa has worked in financial services for over 25 years and most enjoys helping clients feel a sense of security about their financial future.

Additional Information

Vanessa is a board member of the Greater Phoenix Financial Planning Association, as well as a member of the Foundation Board and Investment Committee at her local church. In her free time, Vanessa enjoys hiking, gardening and spending time with her husband, Brian, and their three sons.

NAPFA Start Date

July 02, 2019

This Office

6929 E Greenway Pkwy Ste 150 Scottsdale, AZ 85254-2143 Phone: (480) 991-0401 Fax: (480) 991-0574