Sheryll Yee

Retirement Consultant

Helps advisors and Commonwealth home office staff navigate complex situations related to IRAs and various types of retirement plans, including IRS rules and regulations, retirement planning, and product selection
Holds FINRA Series 7 and 66 securities registrations
Holds the Chartered Retirement Plans Specialist^SM (CRPS®) and the Certified Plan Fiduciary Advisor (CPFA) designation
Earned a BS from California State University, San Marcos

Office