Daniel Lee is a CFA, CFP-designated registered investment advisor at Brightplan LLC, based in San Jose, CA, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
BrightPlan works with employers to offer financial wellness programs, where employers pay some or all of a negotiated monthly fee on behalf of their employees. If an employee leaves their employer, they can choose to remain a client of BrightPlan and pay the monthly fee directly, which is no more than $20 each month.
Location
333 West San Carlos Street, Suite 600, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel is employed by UC Berkeley as an instructor in the Personal Financial Planning Certificate Program. He has been in this role since January 2018.
Employment History
Current Registrations
Brightplan LLC
Previous Registrations
Plancorp, LLC
B|o|s
State Registrations4 states
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