Greg Yuen

Greg Yuen is a seasoned financial professional currently serving as the Vice President of Wealth Management at Sequoia Wealth Advisors, a division of LPL Financial, since December 2020. With a strong background in finance, Yuen previously held the position of Financial Advisor at Patelco Credit Union from April 2013 to December 2020, and has experience in various roles including Member Service Representative at Golden 1 Credit Union and Customer Service & Marketing Manager at Stompy.com. Yuen began a career in finance as a Personal Banker at Wells Fargo and previously worked as a Senior Teller at Bank of America. Yuen earned a Bachelor of Science in Business Administration and Management from the University of California, Riverside, in 2003.