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Our People

Timothy R. Yee

Chief Retirement Specialist and Co-Founder

(510) 638-6331

(800) 878-1502

[email protected]

Timothy R. Yee is the Chief Retirement Specialist and Co-Founder of Green Retirement, Inc.

Timothy's extensive experience in the financial services industry of more than 19 years includes being a Vice-President at Bank of America and Branch Manager, AVP, at T. Rowe Price.

Timothy hosted the show, What Really Matters!, a weekly financial radio program on KKGN 960AM. The San Francisco Habitat for Humanity, Children's Defense Fund, and the Boy Scouts of America were among the featured guests on his program. He is an ambassador for the Social Venture Network and B Corporations.

Timothy is an Accredited Investment Fiduciary and holds numerous FINRA registrations. He has been quoted in various media including the New York Times, Fiduciary News, and The Fiscal Times.

Timothy graduated with honors (cum laude) from the University of California at Berkeley, Haas School of Business. Timothy's latest passion is geocaching. He is having so much fun tracking caches wherever he goes!

Rose Penelope L. Yee

Chief Operating Officer

(510) 638-6331

(800) 878-1502

[email protected]

Rose Penelope L. Yee is the Chief Operating Officer of Green Retirement Plans, Inc.

She has worked in various management roles in banking and international trade finance. Rose grew up in the Philippines. She credits her parents, Rodolfo (a retired labor judge) and Julia (a columnist for a local paper) for instilling strong values of community involvement and environmental responsibility. She is raising her son, James Raphael, to be imbued with the same values. Among others, Rose serves on the advisory boards of Balance Edutainment and Tigra Promotions. Rose is a proud graduate of the Asian Institute of Management where she was on the Dean's List and received her MBA.

Rose loves experimenting with whole grain baking. She is the proud owner of a KoMo grain mill and grinds her own flour from organic emmer, spelt and wheat. Be brave, drop by the office, and be a guinea pig!