Daniel Lee | Source | Senior Wealth Manager at Plancorp
Daniel joined Plancorp in 2019 after spending over a decade with a local Bay Area firm. He leads our Silicon Valley office and specializes in helping busy professionals optimize complex retirement and equity compensation plans. Daniel also researches socially and environmentally responsible investing for the firm.
Daniel earned a BS in Economics and Biopsychology from the University of Michigan and completed the UC Berkeley Extension Personal Financial Planning program. He is an award winning instructor at the UC Berkeley Extension program and also serves on their Advisory Board.
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Capitol Hill lawmakers are still ironing out the details of a second economic stimulus package, but Democrats and Republicans have both called for another round of $1,200 checks in their legislative proposals, CNBC reported. If a new package passes and you qualify for the stimulus check. Use your tax refund, cash bonus or your rebate check to build your emergency fund faster.
7 September 2020 -
When time and money are scarce, even those of us who usually are good at managing our finances can make poor decisions. That’s why it’s more important than ever to review your goals and plan ahead for the best opportunity at a successful outcome.
15 June 2020
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7 September 2020article
Another Round of Layoffs Is ‘Inevitable’ — Here’s How To PrepareBe proactive so you're ready if the worst happens. -
15 June 2020articleManaging Your Equity-Based Compensation With Restricted Stock Units (RSUs)A primer on RSUs, how they work and the choices you have when you gain ownership of these shares.
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Plancorp (https://www.plancorp.com/)
Senior Wealth Manager