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Allen G. Yee
  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
   
This Member Offers Comprehensive Personal Financial Plans
   
Fee Range or Basis:
 
   
Qualifications:
  Education: California Polytechnic University Pomona, Bachelors of Science College of Business, Finance Real Estate and Law. Emphasis in securities, finance and real estate.
  Years Experience: 18
 
 
Designations:
 
RFC® CEA     
 
Professional Associations:
 
IARFC FPA     
 
Financial Services Offered:
 
Estate Planning Portfolio Management Pension Planning
Retirement Planning Tax Planning Tax Return Preparation
Seminars/Workshops Asset Protection  
 
Financial Products Offered:
 
Stocks and Bonds Mutual Funds CDs, Banking, etc.
Annuities Life Insurance Disability Income Ins.
Long Term Care Ins. Charitable Foundations  
 
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.
   
Registration Number: 17502
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