Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
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Bini Lee - Head of Planning & Advice

Bini Lee is the Vice President, Planning & Advice at Facet and holds her CERTIFIED FINANCIAL PLANNER™ designation. Bini has over 14 years of experience in the financial services industry which includes time spent in insurance, a traditional RIA, and another FinTech startup as a financial planner and leader. She strongly believes that financial advice and implementing a plan for the future can be truly life changing for clients. Her favorite part about planning is taking clients through the human side of bringing their dreams to life and helping them reach a-ha moments. Bini lives with her wife, Jessica, their 14 year old twins, Jack and Leah, and their two English Bulldogs. When not working, she likes to spend her time exploring, eating lots of delicious food, and then walking it off, preferably out in nature.

Education: UC Davis (BS)

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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply