We are happy to report that one of our team members, Colin Lee, recently passed the CFP exam with flying colors. This wonderful accomplishment could not have happened without his hard work and dedication. We know Colin’s family will be happy to have him back at home just in time to relax over the holidays.

Becoming a Certified Financial Planner or CFP is the designation of choice for those in the planning and wealth management business. The course of study to obtain this designation is comprehensive and very rigorous.  Study includes income tax, estate and gift tax, investment planning, retirement planning, insurance planning and cash flow planning. These are all areas of emphasis in serving our clients. Completing this course of study should be a great help to Colin as well as a continuing benefit to our clients. 

Please join us in congratulating Colin Lee on this great milestone! 

Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Horizon offers integrated financial planning and investment management services.