Greg Yuen
Vice President of Wealth Management - Sequoia Wealth Advisors at LPL Financial | San Jose, California, United States
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Greg Yuen serves as the Vice President of Wealth Management at Sequoia Wealth Advisors, a division of LPL Financial, where he leverages nearly two decades of experience in the financial services industry to guide clients toward achieving their financial aspirations. His journey began as a teller during his college years, and over time, he has cultivated a profound understanding of wealth management, investment strategies, and financial planning. Greg’s approach is rooted in building genuine relationships with his clients, viewing them not merely as business transactions but as friends. This philosophy fosters an environment where clients feel at ease discussing their most personal financial concerns, from budgeting and retirement planning to investment management and estate planning.
At Sequoia Wealth Advisors, Greg is instrumental in spearheading key projects that enhance client engagement and financial literacy. He utilizes his expertise in marketing strategy and social media to create informative content that empowers clients to make informed decisions. His proficiency in tools like Microsoft Excel and other financial software allows him to analyze complex financial data, ensuring that each client receives tailored advice that aligns with their unique goals. Greg’s leadership skills are evident in his ability to mentor junior advisors, fostering a culture of continuous learning and professional growth within the team. As a dedicated advocate for his clients, Greg Yuen remains committed to navigating the ever-evolving landscape of wealth management, ensuring that each client’s financial journey is both rewarding and fulfilling.
Vice President of Wealth Management - Sequoia Wealth Advisors at LPL Financial in December 2020 to Present
Financial Advisor - CUSO Financial Services, L.P. at Patelco Credit Union in April 2013 to December 2020
Member Service Representative at Golden 1 Credit Union in February 2011 to April 2013
Customer Service & Marketing Manager at Stompy.com in May 2008 to January 2010
Store Manager at Primalrecords.com in May 2006 to May 2008
Personal Banker at Wells Fargo in June 2004 to April 2006
Senior Teller at Bank of America in March 2001 to June 2004
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Financial Services
Investments
Management
Insurance
Sales
Leadership
Banking
Social Networking
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Marketing Strategy
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Event Planning
Loans
Credit
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Discover more about LPL FinancialWhat is Greg Yuen email address?
Email Greg Yuen at [email protected] and [email protected]. This email is the most updated Greg Yuen email found in 2026.
What is Greg Yuen phone number?
Greg Yuen phone number is +19252979387.
How to contact Greg Yuen?
To contact Greg Yuen send an email to [email protected] or [email protected]. If you want to call Greg Yuen try calling on +19252979387. (updated on October 31, 2024)
What company does Greg Yuen work for?
Greg Yuen works for LPL Financial
What is Greg Yuen's role at LPL Financial?
Greg Yuen is Vice President of Wealth Management - Sequoia Wealth Advisors
What industry does Greg Yuen work in?
Greg Yuen works in the Financial Services industry.
Greg Yuen Email Addresses
Greg Yuen Phone Numbers
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