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Member Profile

Allen G. Yee , RFC®
Guidant Planning Inc.
1499 Huntington Drive
Suite 303
South Pasadena, CA  91030
USA

Phone: 626 396 1650
Fax: 626-799-7030
Email: allen@guidantplanning.com
Website: http://www.guidantplanning.com

Fee Range or Basis:


Qualifications:
California Polytechnic University Pomona, Bachelors of Science College of Business, Finance Real Estate and Law. Emphasis in securities, finance and real estate.
Years Experience: 24

Designations:
RFC® , CFP®, CWS

Professional Associations:
IARFC, FPA

Financial Services Offered:
Asset Protection     Estate Planning     Pension Planning     Portfolio Management     Retirement Planning     Seminars/Workshops     Tax Planning     Tax Returns Prep.     

Financial Products Offered:
Annuities     CDs, Banking, Etc     Charitable Foundations     Disability Income Ins.     Life Insurance     Long Term Care Ins.     Mutual Funds     Stocks & Bonds     

Statement of Services:
As a full-service, independent Registered Investment Advisor we offer investment management and financial planning services. Through our proprietary systems we provide strategies to help clients meet their financial objectives. We begin with a holistic view of one’s finances, and then lay out our methodology to begin with the discovery of your mission, values and goals. This discovery provides clarity on your situation before we complete a host of different analyses to find the right solution for you. We provide these creative solutions which leads to decisions. When implemented, we monitor and manage their results on a daily basis. Our hands-on management fosters confidence in the process of realizing your mission, values and goals.

Securities Offered Through: First Allied Securities, Inc.Member FINRA, SIPC A registered Broker-Dealer. Investment advisory services offered through Guidant Planning, Inc., A Registered Investment Advisor.










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