Damon Yee AIF®
Meet Damon Yee, an accomplished and dedicated financial services professional. As a fee-based advisor, Damon values transparency and always places clients' best interests first by upholding a full Fiduciary obligation. This steadfast commitment to ethical practices has led to recognition by the National Accreditation Board as an Accredited Investment Fiduciary®.
Since 2012, Damon has been serving clients in the Western United States, providing customized financial solutions tailored to their specific needs. As the CEO of True North Advisors, Damon takes great pride in building relationships based on trust, and integrity.
Damon has an extensive background in a wide range of financial services including investment management, retirement planning, and risk management. With a solutions-driven approach, Damon is committed to ensuring clients can reliably navigate the complexities of personal finance and wealth management.
Damon is also an active participant in industry conferences—consistently staying informed about current market trends and regulatory changes. This dedication to ongoing professional development ensures Damon is well-equipped to offer the high-caliber advice and guidance True North Advisors’ clients have come to expect.
Damon is licensed with FINRA Series 6, 63, 65 in the Securities field. He is a licensed Property & Casualty and Life & Health insurance agent. He also holds certification in Annuities and Long Term Care.
Feel free to connect and begin exploring how True North Advisors can help you chart the course to financial fulfillment.