Advisor profile


My approach

Michael Yee - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Michael Yee - My approach photo

Areas of focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • Former assistant scoutmaster for a local chapter BSA
  • My wife and I want to protect the environment by investing time and resources into a photo voltaic system, solar water heater, hybrid transportation, and aquaponics
  • I try to maintain an active lifestyle by exercise, hiking, and camping
  • I enjoy spending time with my wife and two children

Community participation

  • Toys For Tots Hawai'i
  • Food Bank Hawai'i

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2010, 2019, 2020

Previous experience

  • IDS Life Insurance Company, 1999 - 2006
  • Sunset Financial Services, Inc., 1986 - 1987
  • Buskett-Grant Investments, Inc., 1984 - 1986

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.