Daniel Lee

Senior Wealth Manager at Plancorp
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Bio

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.

Recent Quotes
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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
Employment
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