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Daniel Lee Wins UC Berkeley Teacher of the Year Award

Daniel Lee Wins UC Berkeley Teacher of the Year Award

Plancorp Team

By: Plancorp Team Jun 12, 2019 1:57:39 PM

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board.

The UC Berkeley Extension Certificate Program in Personal Financial Planning is a CFP Board-Registered program that qualifies graduates to sit for the CFP® Exam and offers an academic path to the financial planning profession. A former graduate of the program himself, Daniel now teaches the Survey of Personal Financial Planning, Employment Benefits and Retirement Planning courses. He also sits on the school’s Advisory Board.

The Tim Kochis Award for Teaching Excellence recognizes an outstanding Personal Financial Planning instructor—this year, Daniel! The award is named for Tim Kochis, who was influential in launching the UC Berkeley Extension Certificate Program in Personal Financial Planning in 1981. The award has been given each year since 2006 at the program’s Awards Dinner.

Congrats again to Daniel on a well-deserved recognition of his passion for education in the Financial Planning profession.

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Picture of Plancorp Team

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 40 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.