On Demand Webinar:Successfully Managing Company Stock

This on-demand webinar dives into everything to know about company stock. From covering the role of company stock in your business, to learning how to diversify your portfolio, Daniel Lee covers it all. 

Daniel Lee

Your Host:

Daniel Lee, CFA, CFP®,
Director of Financial Planning and Advice


Daniel Lee is a director with BrightPlan and specializes in helping busy professionals optimize complex retirement and equity compensation plans.

Watch On-Demand Webinar