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Daniel Lee

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Daniel Lee, CFA, CFP(R), is an experienced financial planner who is dedicated to helping busy people make intelligent financial decisions. He is 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.

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