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, CPA, CFP®, is an Associate Advisor in our Scottsdale office. She earned a Bachelor of Arts in History and a Master of Business Administration from the University of Arizona. After many years in public accounting as both a health care consultant and then a tax specialist, Vanessa changed careers in 2014 to work in the financial planning field. The most rewarding part of her career is working with the TCI team to help her clients prosper and reach their financial life goals.  

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

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This Office

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