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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 primarily responsible for supporting the financial planning aspects of the wealth management process. In this role, he is a participant in client meetings and works closely with clients to comprehensively analyze their financial situation and goals. Colin collaborates with Horizon colleagues to analyze and develop client recommendations and solutions.

Colin graduated from Texas A&M University where he earned a BBA in Finance. He began his financial advisory career in San Antonio and the Texas Hill Country before moving to Houston to join the Horizon Wealth Advisors team. Outside of work, Colin and his wife are busy taking care of their three children. While most weekends are filled with kids sports, Colin enjoys spending his time off golfing and skiing in Angelfire, New Mexico.

What it means to be a “fiduciary”

Read this ebook for a better understanding.