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Daniel Lee

Daniel Lee is an experienced financial planner who is dedicated to helping busy people make intelligent financial decisions by providing clear, straightforward advice free from conflict of interest. He is currently a senior wealth manager at Plancorp, a full-service wealth management company serving families in 48 states, and leads Plancorp's Silicon Valley office. Daniel is an award-winning instructor at UC Berkeley Extension and is a member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.