Jerod Yee

My approach goes beyond numbers and spreadsheets. It's about building meaningful relationships rooted in trust and understanding. I take the time to dive deeply into each client’s goals, moving past surface-level answers like “I want to retire comfortably.” Since everyone's version of "comfortable" is different, I focus on uncovering what truly matters—whether that's family, travel, fitness, or other personal passions. When we connect on that level, financial conversations become more natural and purposeful.

Throughout this process, I take a thoughtful, analytical approach, combining data-driven insights with this deep understanding of each client’s personal priorities. By breaking down complexity into clear, actionable steps, I help my clients feel confident in their decisions and supported throughout their financial journey.

Transparency is also a cornerstone of how I work. After every meeting, I provide a detailed summary to ensure clarity and alignment. I also leverage Allworth’s full suite of planning tools and the knowledge of our in-house team to deliver a seamless, elevated client experience. My clients can feel confident knowing they’re supported not just by me, but by a well-coordinated team committed to their goals.

Ultimately, my clients can expect a personalized, collaborative, and consistent experience rooted in care, clarity, and a commitment to their long-term success.

I’m deeply passionate about guiding others through the financial decisions that shape their futures—whether it’s buying a home, sending a child to college, starting a business, or retiring with confidence. There’s no greater reward than seeing a client reach a goal we’ve worked toward together and knowing I played a part in making it happen. That sense of trust, partnership, and shared success is what fuels my commitment to this work. Helping others feel more secure, empowered, and optimistic about their future is not just a job for me. It’s truly fulfilling.