Hello, I’m Daniel S Lee, aka Prof DLEE
I help people create financial freedom by making smart money decisions
Yeah, I’m a CFP® and CFA® charterholder, but what that really means is I’m your secret weapon to conquer your financial goals. I’ve seen firsthand how being financially well can transform lives from managing money for wealthy families for 15+ years – less stress, more joy, better relationships. That’s why I’m on a mission to make smart money moves accessible to everyone. Let’s ditch the jargon and create a plan that fits your life, not the other way around.
“We’re in a good place.”
This is my favorite thing to hear from my clients. Let’s get you to your good place!
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10 Seconds About Me
I am one of a few wealth managers that hold both the Certified Financial Planner and Chartered Financial Analyst designations.
- I am a personal finance instructor at UC Berkeley Extension. Current classes include Employment Benefits and Retirement Income Planning , and Stock Compensation and the Management of Concentration Risks and Opportunities.
🏆 won teacher of the year award in my department in 2019. It was my first real award (excluding participation and “most improved” awards) since… 1st grade when I won an award in Korean calligraphy.
I believe anyone can become financially secure with the right system and strategy. You do not need fancy investments or pushy insurance products—just a clear plan and some automation to keep it running.
10 Seconds About Me
-
I am one of a few wealth managers that hold both the Certified Financial Planner and Chartered Financial Analyst
designations. - I am a personal finance instructor at UC Berkeley Extension. Current classes include Employment Benefits and Retirement Income Planning , and Stock Compensation and the Management of Concentration Risks and Opportunities.
- 🏆 won teacher of the year award in my department in 2019. It was my first real award (excluding participation and “most improved” awards) since… 1st grade when I won an award in Korean calligraphy.
- I believe anyone can become financially secure with the right system and strategy. You do not need fancy investments or pushy insurance products—just a clear plan and some automation to keep it running.
Do you want to
- Build wealth and save on taxes while growing your financial future with confidence?
- Eliminate stress and feel better about your financial decisions, without worrying about where your money goes?
- Save time by automating your finances and cutting out the guesswork?
- Take control of your financial future with a simple, manageable system?
Introducing the GOOD Framework
The GOOD framework is a two-step process designed to help you be your BEST:
Goals & Optimizing Opportunities
- Goals are the foundation of any successful financial plan. In this step, we will identify the most important goals for you—whether it's retirement, buying a home, or other life goals. From there, we will determine the best way to fund these goals, including the use of the most appropriate tax-advantaged accounts to maximize your financial potential.
Automating Smart Distribution
- A plan is only as good as your ability to stick with it, and the best way to do that is to make it simple yet effective. This step simplifies your financial life by focusing on three key areas: savings, fixed expenses (such as your mortgage or recurring bills), and an allowance for discretionary spending. By streamlining these categories, budgeting becomes more predictable and efficient, helping to eliminate spending guilt and freeing you from the need to track every dollar.
