Broker Check
Allen G. Yee, CFP®, CWS®

Allen G. Yee, CFP®, CWS®


A retirement specialist with the right stuff

Born in Hong Kong, Allen Yee grew up in Southern California among role models who shaped his character. “My grandfather and parents instilled traditional values such as hard work, honesty, integrity, and respect for others,” he explains.

After graduating from high school, Allen served his country in the U.S. Army, learning lessons in leadership, teamwork and commitment to service – values he uses every day to help retirees plan for a lifetime of prosperity.

The character to care, the wisdom to lead

Allen entered the finance industry in 1987, and graduated from Cal Poly Pomona shortly thereafter in 1993 with a degree in Finance, Real Estate, and Law. His goal was to pursue his passion of assisting individual clients and mentoring other advisors to do the same. Further education and hands-on experience have added to his financial wisdom, sharpened his investment skills, and improved his problem-solving abilities. He founded Guidant Planning in 1999 as a way to further his dreams of helping others experience a rewarding and financially independent retirement.

Today, with almost three decades of investment, tax, retirement, and estate planning experience, Allen continues to make a living by doing something he loves – guiding others toward their retirement dreams. His professional certifications include CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist™.

Allen is very active in the community – his efforts focus on providing educational opportunities for programs associated with the Housing Authority of the City of Los Angeles (HACLA), City of Hope, the City of Burbank, the City of Whittier, Metropolitan Transportation Authority (MTA), Disney, Parsons Corporation, Robinson’s May, and many more. In his spare time, Allen enjoys skiing and is an accomplished triathlete. In 2008, he competed in his first Iron Man Competition.

As a CERTIFIED FINANCIAL PLANNER™ professional, Allen places objectivity at the center of the planning process. His job is to objectively assess your financial situation and recommend one of the best financial strategies to carry out your individual financial plan.

United Planners is not affiliated with any other entities referenced.