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
- 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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.