Allen G. Yee,  CFP<sup>&reg;</sup> - Financial Advisor

Allen G. Yee, CFP®

CFF®, CWS®

President

Guidant Planning, Inc.

1499 Huntington Dr, Ste 303
South Pasadena, CA 91030
FINANCIAL ADVISOR'S WEBSITE
(800) 332-8552
(626) 396-1650
CONNECT WITH Allen
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General

Allen Yee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Guidant Planning, Inc. in South Pasadena, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement

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Helpful Financial Planning Resources