Bryan Lee, CFP®, MBA
Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial Planner (CFP®) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. He began his financial career with Fidelity Investments in 1993.
Bryan is actively involved and has served on the Boards of several associations and charities including past President and then Chairman of the Dallas/Fort Worth Chapter of the Financial Planning Association, National Association of Personal Financial Advisors, Family Services of Plano, CITY House Board of Directors President, Editorial Review Board of the Journal of Financial Planning, Keep Plano Beautiful community volunteer and Junior Achievement Volunteer Teacher.
Strategic Financial Planning continues to grow through referrals from existing clients and other professional advisors. The firm focuses on creating mutually beneficial, life-long relationships with its clients.
Bryan is frequently interviewed and has appeared in local and national magazines, newspapers and journals including The Wall Street Journal, Investors Business Daily, CNNfn, USA Today, Smart Money, Kiplingers, Financial Planning Magazine, The Dallas Morning News, Dow Jones Newswire, theStreet.com, has appeared on WFAA Channel 8 News, and has been named one of Dallas’ Best Financial Planners in D Magazine every year since inception.
Josh Morris, CPA/PFS, CFP®
Josh Morris serves as a financial planner with Strategic Financial Planning and is passionate about developing relationships with clients, learning about their dreams, and helping them reach their goals.
Josh has over six years experience in the financial services industry in accounting, tax, and wealth management. Josh graduated Summa Cum Laude from Oklahoma Christian University with a Bachelors of Business Administration in Accounting and started his career at Ernst & Young LLP. While there, he focused his efforts on high net worth individuals and their closely held businesses but realized he wanted to do more for his clients than strictly accounting and tax and estate planning. Josh joined Tolleson Wealth Management as an Analyst serving several high-net-worth clients and became the Chief Financial Officer at Strait Capital Company, where he also served as the CFO of a large, Dallas-based family office. During this time, he also completed the Certificate Program in Financial Planning through Southern Methodist University.
Josh is a CERTIFIED FINANCIAL PLANNERTM Professional, a CPA in the state of Texas, and also holds the Personal Financial Specialist designation from the AICPA. He is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, and the Financial Planning Association.
Josh is happily married to his wife Lindsey, and enjoys spending time with family and friends, traveling, exercising, and playing the sax. Josh is involved with the North Dallas community through his church and also supports the Village of Hope in Ghana, Africa.