At Guidant Planning, we offer comprehensive financial planning focused on holistic financial planning. Our goal is to understand you – not just your investments and your financial situation – so that we can create a financial plan that will help you achieve your personal and financial goals.

Allen Yee is dedicated to the goal of helping you achieve a meaningful and rewarding retirement. Allen’s wealth of experience and educational background make him uniquely qualified to help you map out your financial route. For more than 20 years, he’s worked with retirees throughout the San Gabriel Valley, providing holistic and comprehensive financial planning services.

Securities and Advisory Services offered through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Guidant Planning, Inc. and United Planners are independent companies.

Guidant Planning, Inc.

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