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