Lee Coffman, CFP®, CPA
Sr. Financial Planner
Houston, TX
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Lee Coffman is a senior financial planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Houston, Texas.
As a senior financial planner, Lee has a passion for helping individuals and families achieve their personal and financial aspirations. He takes an integrated approach to financial stewardship by aligning client investment strategies with their personal and financial goals. This comprehensive approach incorporates planning in a multitude of areas including, but not limited to cash flow, charitable giving, estate, insurance, portfolio management, and taxes.
Prior to joining Ronald Blue Trust in 2019, Lee was a manager with Ernst & Young LLP where he assisted clients with various aspects of tax planning and reporting.
Lee graduated from Texas A&M University in 2008 with a BS in accounting and MS in finance. He earned his CERTIFIED FINANCIAL PLANNERTM certification and is a Certified Public Accountant (CPA).
Active in his community, Lee is a member of his local church serving in various volunteer roles, including serving as a counselor in the financial stewardship ministry. He also enjoys golfing, hiking, skiing, visiting national parks, and any other activities that allow the opportunity to appreciate nature and being outdoors.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.