We believe that a meaningful connection between our team members and our clients is the bedrock of a successful financial planning relationship. Take a closer look at the collective knowledge and varied backgrounds, life experiences, and interests that allow Strategic Financial Planning to function as a cohesive unit to benefit our clients.
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® 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.
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.
* PLEASE SEE Limitations
Bryan is an avid pickleball player and a PPR Certified Pickleball Coach. He is also actively involved and has served on the Boards of several associations and charities including:
Lorem ipsum...
David Tenerelli serves as a financial planner with Strategic Financial Planning, with a passion for helping clients achieve their goals and dreams while better aligning their money with their personal values through sustainable, responsible, and impact investing, as well as supporting the just transition via regenerative investing.
The son of two teachers and a former public school educator himself, David finds purpose in helping clients better understand their personal finances and exploring their money stories and money beliefs – our “relationship” with money. While creating effective financial plans and investment portfolios is important, it is not the whole solution; David believes that only when we examine the interpersonal and systemic forces that shape our relationships with money can we be truly financially empowered.
David is a lifelong learner with an interest in sociology, heterodox economics, and systems theory. He is an advocate for shifting the financial services industry towards a mindset of abundance in service to life, community, and justice, and his insights can be found in publications such as The Wall Street Journal, Investopedia, InvestmentNews, Financial Planning Magazine, and ETF.com.
* PLEASE SEE Limitations
Through volunteering, impact investments, and donations, David and his family are supporters of the arts, regenerative agriculture and agroecology, public media, Charity: Water, Mighty Earth, American Friends Service Committee, World Central Kitchen, ANERA, Doctors Without Borders, and FARE (Food Allergy Research and Education). He also serves as a 3rd Decade Mentor, helping young people establish themselves financially.
David enjoys music (especially jazz), exercise, and cooking anything with turmeric and cumin. His happy place is toting his daughters around in the bike trailer to parks and playgrounds with his wife. Because most of his days are spent at the computer, he prioritizes tending the vegetable garden and observing the changing seasons in the restored Blackland Prairie in the backyard, as a reminder that the land is not a commodity that we own, but a community to which we belong.
Valerie Carpenter serves as a Financial Planner with Strategic Financial Planning. Valerie was initially fascinated by the personal relationships that are built and strengthened through the art of financial planning, and she graduated summa cum laude from Texas Tech University’s esteemed Personal Financial Planning program in May 2022. She is passionate about helping others devise how to best use their financial resources to live their best life.
While at Texas Tech, Valerie also completed her Bachelor of Arts in Spanish. Her interest in the language and culture began while attending a dual immersion magnet program at her high school in her hometown of Richmond, Virginia. She believes language is the gateway to connection and appreciates the unique ability to communicate with a variety of different people.
Valerie is a CERTIFIED FINANCIAL PLANNER® professional.
As a student, Valerie served as a peer financial coach with Red to Black Peer Financial Coaching, where she helped educate fellow students about credit, loans, and budgeting. In addition, she helped students experiencing unexpected financial crises to locate local resources and develop a plan for financial stability. This invaluable experience solidified her passion for financial planning and the fulfillment that comes from helping others. Valerie also served as an Ambassador for the Texas Tech Honors College, where she met with prospective students and their families to promote the Honors College experience.
As a resident of Fort Worth, Valerie enjoys exploring new restaurants and shops around the area. She has a Cavapoo, Milo, and in her free time, you can find her traveling, reading, shopping, or attending country music concerts at Billy Bob’s.