Brenda J. Lee, AAMS, ChFC

Financial Consultant

At Capital Planning
Brenda has been building relationships with Capital Planning investment advisory clients since 1996. She is responsible for conducting ongoing reviews to ensure that our services meet our clients goals and needs. During her time at Capital Planning, she has worked alongside Michael Miller, CEO, and Jim Kelley, President, to build our asset management business. She has a strong desire to serve others through a caring and compassionate relationship that seeks to improve the lives of those she works with.

Practice Focus

  • Help clients identify and realize their financial objectives
  • Perform investment reviews to track clients' goals, monitor their asset allocation objectives, and manage cash flow and income needs.
  • Assist with the delivery and implementation of financial plans

When I Am Not at Work
Brenda has a passion for art and enjoys spending time on craft-related projects. She enjoys educating and inspiring others and will often lead card making classes and groups. Family is very important to her and she feels very fortunate that they all live in the great Pacific Northwest.

Education & Designations

  • BS, in Zoology, University of Washington
  • Chartered Financial Consultant, ChFC
  • Accredited Asset Management Specialist, AAMS

Professional & Community Activities

  • Consultant for a local arts & crafts business

Events

See our Events Section for more details.

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