Ryan Yee

Ryan Yee

Registered Principal and Chief Financial Officer
(408) 573-1822

Ryan was raised in San Jose, Ryan and his wife, Jacquelyn are proud parents of 3 boys.  Ryan has always been a hard-working father, always dedicated to his family. He also has a passion for basketball which is evident in his love of the Golden State Warriors.

Professionally, Ryan joined the financial services field in 2014.  Ryan was immediately recognized for his excellence in service in the first year.  He continued to earn praise from a national insurance company since then.  He is a licensed Life & Health insurance agent.  He also has certifications in Annuities and Long Term Care. He now serves as the CFO to True North Advisors.

Ryan decided to elevate his professional commitment by starting his enrollment with the Chartered Financial Consultant (ChFC) program with The American College of Financial Services.  He is licensed with the FINRA Series 6, 63, 65 in the Securities field.  Ryan is a fee-based advisor with full fiduciary obligation in serving his clients. He is licensed to serve in California, Arizona, Nevada, Oregon, Washington and Utah.

Ryan Yee