Disclosure

Daniel S Lee, CFA, CFP®, (that's me), is a financial planner dedicated to helping busy people make intelligent financial decisions by providing clear, straightforward advice free from conflict of interest.

I am an SEC registered investment advisor (CRD#: 283790) with BrightPlan, LLC, and an award-winning instructor at UC Berkeley Extension. Opinions are my own and not the views of my employers. I am not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities. All investments create the opportunity for profit and loss.

Information provided, including, but not limited to investment, legal, and tax, is general in nature and should not be construed as advice. Information presented is believed to be factual and up-to-date, but does not guarantee accuracy and it should not be regarded as a complete analysis of any subjects discussed. Always consult a professional before taking any action.