Strategic Financial Planning, Inc.

Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. He is a managing member of CH&W, LLC, a chiropractic and wellness business, where he advises on financial aspects. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among exchange-traded funds and mutual funds, combining fundamental and technical analysis with both long- and short-term strategies.

Valerie Carpenter is a CFP® professional with one year of experience in financial advising. She has worked at Strategic Financial Planning, Inc. since 2022 and previously held roles at Financial Synergies Wealth Advisors, Chipotle, Zoe's Kitchen, Texas Tech University, and Manchester High School. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of fundamental and technical analysis to manage portfolios primarily composed of exchange-traded funds and mutual funds, with regular client education programs and workshops as part of its service offering.

Cason Vitello is a financial advisor at Strategic Financial Planning, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at SWE Homes, LP, Lupe Tortilla, and several educational institutions. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily allocates client assets among exchange-traded funds and mutual funds using both fundamental and technical analysis, with portfolios reviewed at least quarterly.