Allen Yee Email & Phone Number
Owner @ Guidant Planning, Inc.
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Allen Yee Location
- South Pasadena, CA, US
Allen Yee Work
- Owner @ (January 2001 - Present)
- Registered Principal @ (August 2022 - Present)
- Wealth Manager @ (January 2009 - August 2022)
- Registered Principal @ (January 2005 - January 2009)
- Registered Principal @ (January 1996 - January 2005)
- Vice President, Regional Sales Director @ Great Western Financial Securities (January 1994 - January 1996)
- Vice President, Investments @ Great Western Financial Securities (January 1992 - January 1996)
- Director of Marketing @ Mitsuba Corporation (January 1990 - January 1992)
- Registered Representative @ (January 1988 - January 1990)
Allen Yee Education
- California State Polytechnic University-Pomona
BS (College of Business, Finance Real Estate and Law)
1983-1993 - College for Financial Planning
Certified Financial Planner
Allen Yee Skills
- Wealth Management
- Investments
- Retirement
- Securities
- Financial Advisory
- Finance
- Financial Services
- Series 7
- Marketing
- Retirement Planning
- Wealth Management Services
- Wealth
- Sales
- Financial Planning
- Marketing Strategy
- Services
- Sales Management
- Business Development
- Leadership
- Microsoft Excel
- Team Building
Allen Yee Summary
- Allen Yee, based in South Pasadena, CA, US, is currently a Owner at Guidant Planning, Inc.. Allen Yee brings experience from previous roles at United Planners Financial Services, First Allied Securities, SagePoint Financial and AIG SunAmerica. Allen Yee holds a 1983 - 1993 BS in College of Business, Finance Real Estate and Law @ California State Polytechnic University-Pomona. With a robust skill set that includes Wealth Management, Investments, Retirement, Securities, Financial Advisory and more. Allen Yee has 3 emails and 4 mobile phone numbers on RocketReach.
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Allen Yee
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