Colin Lee

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

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

September 14, 2017

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This Office

2603 Augusta Dr Ste 1400 Houston, TX 77057-5448 Phone: (713) 748-7000 Fax: (866) 405-2060