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After 30 years in his practice, David Lee has joined STA Wealth Management as a Senior Wealth Advisor. He brings many years of experience in providing generational planning for families as they transition through various life stages. Being particularly committed to supporting spouses that have been widowed, he has developed an appreciation for the relationships developed in serving families through this challenging time.
David established his tax, accounting and financial planning practice in 1990, focusing on individuals and small businesses including many in medical specialties. From 1984, before establishing his firm, Mr. Lee was an officer with a personal financial planning firm. Previous to that, he spent four years with Occidental Petroleum Corporation responsible for federal income tax compliance for the Chemical Division. David was also involved with corporate tax planning, forecasting, and year-end audits.
Mr. Lee received the Certified Public Accountant (CPA) designation in 1979, Certified Financial Planner (CFP) designation in 1987, and the Personal Financial Specialist (PFS) designation through the AICPA in 1992.
A graduate of the University of Houston, Mr. Lee received his master’s degree in Accounting in 1978 and a Bachelor of Business Administration degree in Accounting in 1976.
Mr. Lee has been a Board Member of the Planned Giving Council of Houston and Gracewood, a non-profit ministry to single mothers and their children. He is active in his church and currently serves in various leadership capacities. David is married with 3 children and 5 grandchildren.Back
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