The Team

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Robert Yeh

Robert Yeh

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

M.S.I.A, 1990, Business Administration,Carnegie Mellon University, Pittsburgh, P, M.S, 1983, Nuclear Science, University of Michigan, Ann Arbor, MI, B.S., 1981, Physics, University of Virginia, Charlottesville, VA
CA Insurance #0B88067

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Our Staff

Sharon Hishok

Sharon Hishok

Associate Financial Advisor

Jeremy Byrnes

Jeremy Byrnes

Paraplanner

Pam Lupton

Pam Lupton

Office Manager

Deja Howell

Deja Howell

Administrative Assistant