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

The Certified Public Accountant (CPA) license is a certified public accountant who is licensed by a state board of accountancy.

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