My Bio

Philip J. Lee, CPA

President, RGV Retirement Planning Solutions LLC

For more than 30 years Phil has helped clients with their finances. He focuses on helping his clients cut through all the hype, confusion, and opinions that prevent them from achieving the financial optimization they deserve. The goal result is his clients building and maintaining financial security for themselves and their families so they can fully enjoy their lives.

Phil is a member of Ed Slott’s Master Elite IRA Advisor Group. This is an exclusive organization of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings. This membership provides advanced, on-going training and equips him with up to date tools and resources to help his clients navigate the complex IRA rules and regulations.

Phil is an Investment Advisor Representative with Prosperity Capital Advisors. He also holds Life and Health Insurance licenses.

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