Guidant Planning, Inc. Employee Directory

Q: What is Guidant Planning, Inc. known for?

Guidant Planning, Inc. was founded in 2001. Guidant Planning, Inc. operates in the Financial Services industry.

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

Guidant Planning, Inc. has approximately 3 employees.

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.

Find Guidant Planning, Inc. employees' phone numbers or email addresses

Guidant Planning, Inc. Global Highlights

North America
6

United States Of America
6

Guidant Planning, Inc.'s Leadership

C. D.
Administrative Assistant
Mobile Phone
Email

Contact profiles from Guidant Planning, Inc.

Name

Title

Contact Info

Location

Last Update

C. D.
Administrative Assistant
Mobile Phone
Email
May 18, 2025

Frequently Asked Questions

What is Guidant Planning, Inc. known for?

Guidant Planning, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1499 Huntington Drive, Suite 303 South Pasadena, California 91030, US; you can contact the main corporate office by phone at

+1-626-396-****

. Explore Guidant Planning, Inc.'s company overview page for more information.

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

Guidant Planning, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Guidant Planning, Inc. email formats with LeadIQ.

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

Guidant Planning, Inc. has approximately 3 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Guidant Planning, Inc.'s key employees and leadership?

As of October 2025, Guidant Planning, Inc.'s key employees include:

Administrative Assistant: C. D.

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