Lisa M. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa M. Lee, CFP®

Turnkey Financial Services LLC

10260 Westhimer, suite 300
Houston, TX 77042
(832) 615-2905

General

Lisa Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Turnkey Financial Services LLC in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Plan Fiduciary Advisor

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Woodbury Financial Services

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Women's Finances

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