Billy Yeh

Billy Yeh

Financial Planning Specialist

Followers of Billy Yeh548 followers
location of Billy YehLos Angeles, California, United States

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  • Timeline

  • About me

    Director of Estate & Insurance Consulting

  • Education

    • UCLA

      2008 - 2011
      Personal Financial Planning
    • Loyola Marymount University

      1999 - 2003
      Business Finance and Management
  • Experience

    • American Express

      Jan 2002 - Jan 2008
      Financial Planning Specialist
    • JSF Financial, LLC

      Jan 2008 - Oct 2021
      Operations and Client Service Manager and Insurance Specialist
    • SteelPeak Wealth

      Oct 2021 - now
      Director of Estate & Insurance Consulting
  • Licenses & Certifications

    • Insurance Life and Health

    • Series 66

    • Series 7

    • Personal Financial Planning Certificate

      UCLA
      Mar 2008
  • Volunteer Experience

    • Fundraising and Participant in walk

      Issued by Make-A-Wish Greater Los Angeles on Apr 2015
      Make-A-Wish Greater Los AngelesAssociated with Billy Yeh