Jerod Yee
Financial Advisor
Designations: CFP®
Jerod Yee is a financial advisor in Allworth’s Folsom, California, office. A native of the Sacramento area, Jerod earned his bachelor’s degree in Managerial Economics (with a minor in Technology Management) from the University of California, Davis. “When you are fascinated by numbers and projections and you sincerely like helping people reach their financial goals, advising is a natural profession,” he said. “The foundational philosophy that we at Allworth have of always placing the needs of the client first makes it a perfect home for me.” A student of all things related to finance, when not studying the markets, or domestic or global economic trends, Jerod enjoys snowboarding and competitive basketball and golf.
Education and Certifications
Who I Best Work With
What Guides My Approach
Jerod Yee is a financial advisor in Allworth’s Folsom, California, office. A native of the Sacramento area, Jerod earned his bachelor’s degree in Managerial Economics (with a minor in Technology Management) from the University of California, Davis. “When you are fascinated by numbers and projections and you sincerely like helping people reach their financial goals, advising is a natural profession,” he said. “The foundational philosophy that we at Allworth have of always placing the needs of the client first makes it a perfect home for me.” A student of all things related to finance, when not studying the markets, or domestic or global economic trends, Jerod enjoys snowboarding and competitive basketball and golf.
More About Jerod:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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