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Sheryll Yee CRPS®, CPFA
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 SpecialistSM (CRPS®) and the Certified Plan Fiduciary Advisor (CPFA) designation
- Earned a BS from California State University, San Marcos