Guidant Planning Inc Careers in Los Angeles, CA

Guidant Planning is a comprehensive financial planning firm 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, our principal, 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 offered through First Allied Securities, Inc. registered broker-dealer member FINRA, SIPC. Advisory services offered through Guidant Planning, Inc. Specialties Retirement Planning, Estate Planning, Tax Planning, Investment Management