Talk to sales Try for Free
Billy Yeh

Billy Yeh

Financial Planning Specialist

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

Connect with Billy Yeh to Send Message

Connect

Connect with Billy Yeh to Send Message

Connect

  • 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