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Mr. Allen Yee, CFP®

Contact

Guidant Planning, Inc.
http://www.guidantplanning.com

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

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