Allen Yee Location
South Pasadena, CA, US
Allen Yee Work
- 2001 - now Owner @ Guidant Planning, Inc.
- 2022 - now Registered Principal @ United Planners Financial Services
- 2009 - 2022 Wealth Manager @ First Allied Securities, Inc.
- 2005 - 2009 Registered Principal @ SagePoint Financial
- 1996 - 2005 Registered Principal @ SunAmerica Mutual Funds
- 1994 - 1996 Vice President, Regional Sales Director @ Great Western Financial Securities
- 1992 - 1996 Vice President, Investments @ Great Western Financial Securities
- 1990 - 1992 Director of Marketing @ Mitsuba Corporation
- 1988 - 1990 Registered Representative @ New York Life
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
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 2 mobile phone numbers on RocketReach.
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Others Named Allen Yee
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Allen Yee
Owner at Guidant Planning, Inc.
South Pasadena, CA, US35+
Top Guidant Planning, Inc. Employees
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Brittany Arvizu
Director of Marketing at Guidant Planning, Inc.
Los Angeles, CA, US24 -
Allen Yee
Owner at Guidant Planning, Inc.
South Pasadena, CA, US35+
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