Honor Society® member
Meghan Lee
- personal financial planning
- Class of 2027
- USA
Member since September 2026
About
Senior Personal Financial Planning student at Texas Tech University and full-time Financial Advisor with a passion for financial literacy and helping others build greater financial independence. As a nontraditional student, I bring professional and life experience into the classroom and enjoy mentoring fellow students, volunteering in financial education, and helping people approach complex decisions with greater clarity and confidence.
Education
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Texas Tech University
Bachelor of Science in Personal Financial Planning
2024 – Present
Honors and awards
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president's list
Fall 2024, Fall 2025, Spring 2026
Goals and interests
- Career goal
Financial Advisor / CERTIFIED FINANCIAL PLANNER™ Professional
Comprehensive Financial Planning, Wealth Management, and Financial Education- Graduate school interests
Financial Planning, Financial Therapy, Behavioral Finance, or related fields
- Outside the classroom
Latin dancing, personal finance, and spending time with friends and family.
Experience
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Financial Advisor
Experience in comprehensive financial planning, investment strategies, retirement income planning, and client relationship management. Previous financial services experience includes banking, with an earlier professional background in retail leadership.
Dec 2022 – Aug 2026
Volunteering
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Peer Financial Coaching
Texas Tech Red to Black®
Jan 2026 – Present
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Volunteer Tax Preparation/Assistance
Volunteer Income Tax Assistance (VITA)
Jan 2026 – Apr 2026
Languages
- English (US)
Additional information
Organizations
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toastmasters international
