Bini Lee, CFP®

Bini Lee, CFP®, has an extensive work experience in the financial planning industry. They started their career as a Tax Preparer at H&R Block in 2008 before moving on to work as an Assistant and later as a Para Planner at Cathy Mu, CPA, CFP® from 2008 to 2013. In 2012, Bini became a CERTIFIED FINANCIAL PLANNER(TM) at Mass Mutual Financial Group.

In 2013, Bini joined Private Ocean as a Financial Advisor, where they worked until 2017. During this time, Bini gained valuable experience as a Senior Financial Planner at Grove. from 2017 to 2019.

Recently, Bini has held several leadership positions at Facet. They started as a Planning Team Leader in 2019 and later became the Director of Planning in 2020. Bini then took on the role of Head of Planning Logistics in 2021 before assuming their current position as Head of Planning at Facet in 2023.

Throughout their career, Bini has showcased their expertise in financial planning and has consistently demonstrated a commitment to helping individuals reach their financial goals.

Bini Lee, CFP®, holds a Bachelor's degree in Psychology from the University of California, Davis, which was obtained from 1999 to 2003. Prior to that, Bini attended Foothill High School, but no specific degree or field of study is mentioned for this period. Bini also holds a certification as a Certified Financial Planner, but no information is provided regarding the institution or the year of obtaining this certification.