Lee Coffman

Lee Coffman, CFP®, CPA

Sr. Financial Planner
Houston, TX
lee.coffman@bluetrust.com
(713) 465-2900
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Lee Coffman is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Houston, Texas.

As a senior financial planner, Lee has a passion for helping individuals and families achieve their personal and financial aspirations. He takes an integrated approach to financial stewardship by aligning client investment strategies with their personal and financial goals. This comprehensive approach incorporates planning in a multitude of areas including, but not limited to cash flow, charitable giving, estate, insurance, portfolio management, and taxes.

Prior to joining Blue Trust in 2019, Lee was a manager with Ernst & Young LLP where he assisted clients with various aspects of tax planning and reporting.

Lee graduated from Texas A&M University in 2008 with a BS in accounting and MS in finance. He earned his CERTIFIED FINANCIAL PLANNERTM certification and is a Certified Public Accountant (CPA).

Active in his community, Lee is a member of his local church serving in various volunteer roles, including serving as a counselor in the financial stewardship ministry. He also enjoys golfing, hiking, skiing, visiting national parks, and any other activities that allow the opportunity to appreciate nature and being outdoors.

 

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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