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Lee Coffman, CFP®, CPA

Lee Coffman, CFP®, CPA

Tax Manager

Followers of Lee Coffman, CFP®, CPA731 followers
location of Lee Coffman, CFP®, CPAHouston, Texas, United States

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  • Timeline

  • About me

    Private Wealth Advisor at Blue Trust

  • Education

    • Texas A&M University

      2003 - 2007
      Bachelor of Business Administration (B.B.A.) Accounting

    • Texas A&M University

      2007 - 2008
      Master of Science (MS) Finance

  • Experience

    • Ernst & Young

      Oct 2008 - May 2019
      Tax Manager

    • Blue Trust

      Aug 2019 - now

      Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Bill paying • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting Show less

      • Private Wealth Advisor

        Jan 2025 - now

      • Senior Financial Planner

        Aug 2019 - Jan 2025

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2022

    • Certified Public Accountant (CPA)

      Texas State Board of Public Accountancy
      Jan 2010

  • Volunteer Experience

    • Volunteer

      Issued by Houston Food Bank on Jan 2011
      Houston Food BankAssociated with Lee Coffman, CFP®, CPA