Bini Lee, CFP®
Head of Planning & Advice
Bini Lee is the Head of Planning & Advice at Facet.
A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Bini has nearly 20 years of experience across the financial services industry, including insurance, traditional Registered Investment Advisors (RIAs), and fintech startups.
Throughout her career as a planner and leader, she has focused on the human side of financial planning and the implementation of life-changing financial strategies.
Bini is an expert in financial advice delivery, client behavioral coaching, and scaling planning operations within technology-driven environments. She specializes in helping clients bridge the gap between their financial goals and actionable “a-ha” moments.
Education:
Bini holds a BS from the University of California, Davis.