Daniel Lee, CFA, CFP®, is a financial planner at Plancorp dedicated to helping busy people make intelligent financial decisions by providing clear, straightforward advice free from conflict of interest. He is currently the head of Plancorp’s San Francisco office. Plancorp is a full-service wealth management company serving families in 44 states. Daniel is an award-winning instructor at UC Berkeley Extension
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and is a member of the CFA Society of San Francisco and the National Association of Personal Financial Advisors (NAPFA).
