Principal And Managing Director
Current
Apr 2012 - Present
AeroLeads people directory · profile
David Yee Email & Phone Number
Principal and Managing Director at Pacific Point Asset Management
at
Pacific Point Asset Management
1 work email found
@pacificpointam.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Managing Director at Pacific Point Asset Management
Location
Calabasas, California, United States
Company size
Who is David Yee? Overview
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Quick answer
David Yee is listed as Principal and Managing Director at Pacific Point Asset Management at Pacific Point Asset Management, a with 5 employees, based in Calabasas, California, United States. AeroLeads shows a work email signal at pacificpointam.com and a matched LinkedIn profile for David Yee.
David Yee previously worked as Principal and Managing Director at Pacific Point Asset Management and Retirement Income Planning Specialist | Certified Public Accountant | Vice President at Pacific Point Asset Management. David Yee holds Master’S Of Business Taxation from University Of Southern California.
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Email format at Pacific Point Asset Management
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{first}@pacificpointam.com
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AeroLeads found 1 current-domain work email signal for David Yee. Compare company email patterns before reaching out.
Profile bio
About David Yee
David began his career as a Certified Public Accountant with Arthur Young in 1988 after graduating with a Bachelor’s of Science degree in Accounting from the University of Southern California. As a CPA, David performed audit and tax services for multi-national corporations.In 1994, David left public accounting to enter the world of financial planning with Dean Witter in Pasadena, California. He eventually earned his Master’s of Business Taxation from the University of Southern California in 1996 and continued as a financial advisor with Smith Barney and eventually Wells Fargo Advisors in Woodland Hills. David currently resides in Calabasas with his two children, Gillian and Justin. In addition to watching and coaching his children’s athletic teams, David enjoys skiing with his family and exercising.In Woodland Hills, California, Pacific Point Asset Management is an independent, full service wealth management practice established to provide personalized and comprehensive financial advice, through a transparent and independent approach. Clients receive personalized strategic guidance in all aspects of their financial lives so that they can best meet their needs for both today and the future. Pacific Point Asset Management works with clients as a partnership in order to customize a personalized plan for managing their investments and finances.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC . Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Pacific Point Asset Management is a member firm of Kestra PWS, an affiliate of Kestra IS. Pacific Point Asset Management and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not provide tax or legal advice. www.finra.org and www.sipc.org.For a list of states in which I am/we are registered to do business, please visit: pacificpointam.com
Listed skills include Financial Advisor, Retirement Income Planning, Portfolio Construction, Portfolio Analysis, and 21 others.
Current workplace
David Yee's current company
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Pacific Point Asset Management
5 roles · 20 years
David Yee work experience
A career timeline built from the work history available for this profile.
Retirement Income Planning Specialist | Certified Public Accountant | Vice President
Current
2012 - Present
~14 yrs 6 mos
Certified Retirement Counselor® | Retirement Income Planner | Financial Advisor
Current
2012 - Present
~14 yrs 6 mos
Qualified Retirement Plans Specialist | Certified Retirement Counselor®
Current
2007 - Present
~19 yrs 6 mos
Financial & Investment Strategist | Vice President Of Investments
2007 - 2012
~5 yrs
Team & coworkers
Colleagues at Pacific Point Asset Management
Other employees you can reach at pacificpointam.com. View company contacts for 5 employees →
MN
Morris N. Symson
Colleague at Pacific Point Asset ManagementLos Angeles County, California, United States
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RM
Rick Montejano
Colleague at Pacific Point Asset ManagementLos Angeles County, California, United States
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JM
Jeff Mramor
Colleague at Pacific Point Asset ManagementLos Angeles County, California, United States
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Morris N. Symson
Colleague at Pacific Point Asset ManagementLos Angeles County, California, United States
View →
RM
Rick Montejano
Colleague at Pacific Point Asset ManagementLos Angeles County, California, United States
View →
JM
Jeff Mramor
Colleague at Pacific Point Asset ManagementLos Angeles County, California, United States
View →
3 education records
David Yee education
Master’S Of Business Taxation
Bachelor’S Of Science, Accounting
University Of Southern California
Education record
Fvhs
FAQ
Frequently asked questions about David Yee
Quick answers generated from the profile data available on this page.
What company does David Yee work for?
David Yee works for Pacific Point Asset Management.
What is David Yee's role at Pacific Point Asset Management?
David Yee is listed as Principal and Managing Director at Pacific Point Asset Management at Pacific Point Asset Management.
What is David Yee's email address?
AeroLeads has found 1 work email signal at @pacificpointam.com for David Yee at Pacific Point Asset Management.
Where is David Yee based?
David Yee is based in Calabasas, California, United States while working with Pacific Point Asset Management.
What companies has David Yee worked for?
David Yee has worked for Pacific Point Asset Management and Wells Fargo.
Who are David Yee's colleagues at Pacific Point Asset Management?
David Yee's colleagues at Pacific Point Asset Management include Morris N. Symson, Rick Montejano, and Jeff Mramor.
How can I contact David Yee?
You can use AeroLeads to view verified contact signals for David Yee at Pacific Point Asset Management, including work email, phone, and LinkedIn data when available.
What schools did David Yee attend?
David Yee holds Master’S Of Business Taxation from University Of Southern California.
What skills is David Yee known for?
David Yee is listed with skills including Financial Advisor, Retirement Income Planning, Portfolio Construction, Portfolio Analysis, Qualified Retirement Plans, Securities, Succession Planning, and Wealth Management.
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