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Mr. Allen Yee, CFP®


Guidant Planning, Inc.

1499 Huntington Dr Ste 303
South Pasadena, CA 91030-5449
View on Map (800) 332-8552

Recipient of the Five Star Wealth Manager Award in Los Angeles Magazine in 2011, 2012 and 2013.

Year CFP® Certification Received: 2013
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: Cantonese, English
Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management

Typical Client Profile

Average Net Worth: $1,000,001 - $5,000,000
Average Income: $100,001 - $250,000
Average Age: 65-74, 55-64
Profession: Self-Employed Business Owners

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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