Broker Check
David  Yee

David Yee

Principal & Managing Director

I’m a family man.

A family is many members brought together with common goals.

The goals can be shelter, food, education, safety, etc ….

The same can be said of investing and financial planning.

Bringing everything you have together for a common goal, usually retirement planning, income planning or maybe even legacy investing.

And like any family, expectations must be managed, guidelines put in place, hard decisions made, and a vision of what the outcome looks like is needed.

I like to treat each investor like a family member.

I want to know about you, where you live, your hobbies, your joys and your fears. I’m the detail guy in the group.

Making sure all the “i”s are dotted and the “t”s crossed.

It’s in my DNA to watch the details.

It’s probably my background as a CPA (not practicing).

So, how do you define success?

I define success as the feeling inside that we reached your goals, that we walked beside you every step of the way, and we are there to pat you on the back when you cross the finish line.

When you hire our firm, you become part of our family

Come join our family.