Brenda J. Lee
At Capital Planning
Brenda is a Chartered Financial Consultant® and Accredited Asset Management Specialist®. She works alongside Michael Miller, CEO, and Jim Kelley, President, to help build services that support clients’ goals and needs. Brenda’s commitment to her profession is evident in her long standing work with Capital Planning since 1996. Her caring and compassionate nature helps to build strong relationships with her wealth management clients and in keeping their financial plans updated and on track.
- Aerospace, Technology, and Ecommerce Industries
- Retired Executives, Senior Managers and Engineers
- Retirement Planning
- Cash Flow Management & RMD's
- Investment Management
- Wealth Transfer, Estate Planning
When Not at Work
Brenda has a passion for art and enjoys spending time on craft-related projects. Her creativity inspires others in the group classes she leads. Brenda is also the family favorite for holidays as she gifts her fellow colleagues’ families with her wonderful creations. Family is very important to Brenda and she feels very fortunate that her extended family all live in the great Pacific Northwest. When Brenda is not enjoying time with family and friends, you can find her strolling through craft conventions for her next inspiration or cuddling up with her four legged, purring family members.
Previous Roles & Adventures
Brenda has had several roles at Capital Planning starting as a Client Service Associate in 1996, Investment Consultant in 2005, Financial Consultant in 2014, and Financial Advisor in 2018.
Education & Designations
- BS, in Zoology, University of Washington
- Chartered Financial Consultant®, ChFC®
- Accredited Asset Management Specialist®, AAMS®
Professional & Community Activities
- Consultant for Stampin' Up, Local Arts & Crafts Business