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Insights

Niche Market Focus Guidant Planning specializes in holistic financial planning with a strong emphasis on retirement planning, which presents an opportunity to target clients nearing retirement age or those seeking comprehensive financial solutions tailored to their life stages.

Local Expertise With over 20 years of experience serving the San Gabriel Valley region, the firm has built a reputation for personalized service, making local marketing and community engagement promising channels for client acquisition and brand loyalty.

Technological Foundation Utilizing modern web technologies and security features such as Cloudflare CDN and PHP, the company demonstrates a commitment to an updated digital presence, suggesting opportunities for digital marketing campaigns and online client engagement strategies.

Growth Potential Being a smaller firm with 2-10 employees compared to large competitors like Charles Schwab and Fidelity, Guidant Planning offers agility and personalized services that can be highlighted to attract clients seeking customized financial advice.

Partnership Opportunities As an independent advisory firm partnered with United Planners, there is potential to explore strategic alliances or expand service offerings through relationships with larger custodians, opening avenues for cross-promotional sales and referrals.

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

Media & News

Guidant Planning, Inc.'s Email Address Formats

Guidant Planning, Inc. uses at least 1 format(s):
Guidant Planning, Inc. Email FormatsExamplePercentage
First@guidantplanning.comJohn@guidantplanning.com
25%
First.Last@guidantplanning.comJohn.Doe@guidantplanning.com
25%
First@guidantplanning.comJohn@guidantplanning.com
25%
First.Last@guidantplanning.comJohn.Doe@guidantplanning.com
25%

Frequently Asked Questions

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

Minus sign iconPlus sign iconGuidant Planning, Inc.'s main headquarters is located at 1499 Huntington Drive, Suite 303 South Pasadena, California 91030, US. The company has employees across 1 continents, including North America.

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconGuidant Planning, Inc.'s official website is guidantplanning.com and has social profiles on LinkedIn.

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

Minus sign iconPlus sign iconGuidant Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of October 2025, Guidant Planning, Inc. has approximately 3 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?

Minus sign iconPlus sign iconGuidant Planning, Inc. operates in the Financial Services industry.

What technology does Guidant Planning, Inc. use?

Minus sign iconPlus sign iconGuidant Planning, Inc.'s tech stack includes Section.ioCloudflare CDNOpen GraphJSON-LDLightboxjQueryModernizrBootstrap.

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

Minus sign iconPlus sign iconGuidant 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?

Minus sign iconPlus sign iconGuidant Planning, Inc. was founded in 2001.

Guidant Planning, Inc.

Financial ServicesUnited 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.

Section iconCompany Overview

Headquarters
1499 Huntington Drive, Suite 303 South Pasadena, California 91030, US
Phone number
+1-626-396-****
Website
guidantplanning.com
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Guidant Planning, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Guidant Planning, Inc.'s revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    C. D.
    Administrative Assistant
    Phone icon
    Mobile Phone

Employee Directory

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