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Colin Lee, CFP®

Colin Lee, CFP®

Financial Planner

Colin Lee is a Certified Financial Planner ™. He joined Horizon in 2017 and is responsible for supporting the financial planning aspects of the wealth management process.  In this role, he works closely with clients and their external advisors to gather and summarize financial information and collaborates with Horizon colleagues to analyze and develop client recommendations and solutions.  Prior to joining Horizon in Houston, Colin was a financial advisor in San Antonio and the Texas Hill Country.  Colin graduated from Texas A&M University where he earned a BBA in Finance.

What it means to be a “fiduciary”

Read this ebook for a better understanding.