Lee Financial
Ben S. Shae, CFP® has extensive work experience in the financial planning industry. Ben S. began their career at Quest Capital Management in 2007 as an Associate Planner, where they worked until July 2008. In December 2009, they joined Lee Financial Corporation as a Capital Analyst and later progressed to the role of Associate Financial Planner in February 2012. Ben then became a Financial Planner in May 2015 and eventually assumed the position of Director of Operations and Client Service in July 2017. Throughout their career, Ben has gained valuable expertise and knowledge in various aspects of financial planning and analysis.
Ben S. Shae, CFP®, holds a Bachelor of Science degree in Personal Financial Planning from Texas Tech University. Additionally, they have obtained the Certified Financial Planner™ certification from the CFP Board. The specific start and end years for their education and the month and year of their certification were not provided.
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Lee Financial
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.