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Our Firm

We are here to help with your retirement needs.

We are here to help with your divestment needs.

We are here to help you with fossil free investing.

Green Retirement, Inc. was founded by Timothy and Rose Penelope Yee in March 2006 and incorporated in August of that year. We are proud to be the first financial firm in Oakland to be certified by the Bay Area Green Business Program. On January 3rd, 2012, we were among the first twelve corporations in California to elect benefit corporation status. A benefit corporation is one that seeks to provide positive impact to the community and the environment through the course of operating its business.

We recognize that our clients are a valuable stakeholder in our firm. We are deeply appreciative of their business which has allowed us to have presence in 17 states and growing.

We constantly strive to create positive impact through our work on the world around us. Our business is built upon three pillars:

  • Environmental Stewardship
  • Social Responsibility
  • Community Commitment

In all that we do, we are guided by these virtues that we value:

  • Courage
  • Integrity
  • Trustworthiness
  • Generosity
  • Mindfulness
  • Responsibility
  • Love
  • Humility