Timothy R. Yee, AIF, CPFA®, C(k)P®, CHSA, NQPA, CSRIC®, RI(k)

Timothy R. Yee is a prominent figure in the financial services industry, serving as the President and Chief Retirement Specialist of Green Retirement, Inc., which he co-founded. He has over 19 years of experience in retirement planning and financial advisory, with a focus on providing services to small business owners and non-profit organizations, particularly emphasizing ESG (Environmental, Social, and Governance) investing.12

Professional Background

• Current Role: President and Chief Retirement Specialist at Green Retirement, Inc. since March 2006.
• Previous Experience: He has held significant positions at major financial institutions, including Vice President at Bank of America and Assistant Vice President at T. Rowe Price.2
• Media Presence: Timothy hosted a weekly financial radio program titled What Really Matters! on KKGN 960AM, featuring various community organizations as guests.2

Certifications and Affiliations

Timothy holds multiple professional designations:

• Accredited Investment Fiduciary (AIF)
• Certified Plan Fiduciary Advisor (CPFA)
• Certified 401k Professional (C(k)P)
• Certified Health Savings Adviser (CHSA)
• Chartered SRI Counselor (CSRIC)
• Non-Qualified Plan Advisor (NQPA)

He is also an active member of the Social Venture Network, where he serves as an ambassador promoting social entrepreneurship.12

Education

Timothy graduated cum laude from the University of California at Berkeley, Haas School of Business, where he developed a strong foundation in finance and business management.2

Personal Interests

Outside of his professional endeavors, Timothy enjoys geocaching, reflecting his passion for outdoor activities and exploration.2

For more detailed information about his professional journey and insights into retirement planning, you can view his LinkedIn profile under the username "greenretirement" .1