Justin Brownlee (CFP®)
Justin Brownlee focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
Planning Specialties
- Tax Planning
- NUA Distribution Planning
- Employer Stock Plans
- Roth Conversions
- Estate Planning
- Investment Management
- Income Planning in Retirement
- College Planning
Additional Information
Justin Brownlee is a fee-only financial planner in The Woodlands, TX. Brownlee Wealth Management offers comprehensive financial planning, retirement planning, and investment management to help families organize and grow their wealth. Brownlee Wealth Management serves clients as a fiduciary and never earns a commission of any kind.
NAPFA Start Date
August 28, 2019