Insights

Market Focus Guidant Planning specializes in holistic financial planning for retirees and individuals in the San Gabriel Valley, indicating opportunities to target similar demographics seeking comprehensive retirement solutions.

Growth Potential With revenue between one and ten million dollars and a small team of 2-10 employees, the company may be looking to expand its client base and advisor network to scale operations.

Competitive Positioning Compared to larger firms like Charles Schwab and Fidelity, Guidant offers personalized localized services which can be emphasized to attract clients valuing tailored financial planning over mass-market offerings.

Technology Adoption Leveraging modern tech stacks such as Cloudflare CDN and Bootstrap suggests an openness to adopting new digital tools, presenting sales opportunities around fintech solutions and digital marketing services.

Relationship Building Led by a seasoned advisor with over 20 years of local experience, there is potential to develop strategic partnerships with community organizations and senior-focused groups to enhance client outreach.

Guidant Planning, Inc. Tech Stack

Guidant Planning, Inc. uses 8 technology products and services including Section.io, Cloudflare CDN, Open Graph, and more. Explore Guidant Planning, Inc.'s tech stack below.

Section.io

Content Delivery Network

Cloudflare CDN

Content Delivery Network

Open Graph

Content Management System

JSON-LD

Javascript Frameworks

Lightbox

Javascript Libraries

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Bootstrap

UI Frameworks

Guidant Planning, Inc. Email Formats	Example	Percentage
First@guidantplanning.com	John@guidantplanning.com	50%
First.Last@guidantplanning.com	John.Doe@guidantplanning.com	50%

Guidant Planning, Inc. Email Formats

Example

Percentage

First@guidantplanning.com

John@guidantplanning.com

50%

First.Last@guidantplanning.com

John.Doe@guidantplanning.com

50%

Frequently Asked Questions

Where is Guidant Planning, Inc.'s headquarters located?

Guidant Planning, Inc.'s main headquarters is located at 1499 Huntington Drive Suite 303 South Pasadena, California 91030 United States. The company has employees across 1 continents, including North America.

What is Guidant Planning, Inc.'s phone number?

You can contact Guidant Planning, Inc.'s main corporate office by phone at

+1-626-396-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Guidant Planning, Inc.'s official website and social media links?

Guidant Planning, Inc.'s official website is guidantplanning.com and has social profiles on LinkedIn.

What is Guidant Planning, Inc.'s NAICS code?

Guidant Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Guidant Planning, Inc. have currently?

As of February 2026, Guidant Planning, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Administrative Assistant: C. D.. Explore Guidant Planning, Inc.'s employee directory with LeadIQ.

What industry does Guidant Planning, Inc. belong to?

Guidant Planning, Inc. operates in the Financial Services industry.

What technology does Guidant Planning, Inc. use?

Guidant Planning, Inc.'s tech stack includes Section.ioCloudflare CDNOpen GraphJSON-LDLightboxjQueryModernizrBootstrap.

What is Guidant Planning, Inc.'s email format?

Guidant Planning, Inc.'s email format typically follows the pattern of First@guidantplanning.com. Find more Guidant Planning, Inc. email formats with LeadIQ.

When was Guidant Planning, Inc. founded?

Guidant Planning, Inc. was founded in 2001.

Guidant Planning, Inc.

Q: How many employees does Guidant Planning, Inc. have currently?

Guidant Planning, Inc. has approximately 5 employees.

Q: What technology does Guidant Planning, Inc. use?

Guidant Planning, Inc.'s tech stack includes Section.io, Bootstrap, HSTS, Open Graph, Datadog.

Q: What is Guidant Planning, Inc.'s NAICS code?

Guidant Planning, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

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.

Insights

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