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Lisa M. Lee, CFP®, CPFA

Benefits Advisor

Lisa helps individuals and companies Plan and Protect their financial future by providing 401(k) and retirement planning, wealth management, financial planning and employee benefits.

 She is a member of the Financial Planning Association of Houston (FPA), the National Association of Plan Advisors (NAPA) as well as the Houston Association of Health Underwriters (HAHU). 

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