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Timothy R. Yee

Chief Retirement Specialist and Co-Founder

(510) 638-6331

(800) 878-1502

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!

Connect with Timothy on LinkedIn.

Rose Penelope L. Yee

Chief Visionary Officer

(510) 638-6331

(800) 878-1502

Rose Penelope L. Yee, Chief Visionary Officer

Rose has worked in various management roles in banking and international trade finance. She grew up in the Philippines and credits her parents, the late Rodolfo (a retired labor judge) and Julia (a columnist for a local paper) for instilling strong values of community engagement and environmental responsibility.

In 2015, Rose was recognized by the National Association of Plan Advisors as one of the Captains of Industry in its inaugural recognition of the role that women play in the retirement plan industry. She co-founded and co-led WeTheChange, a movement of “empowered women creating a radically inclusive and richly regenerative global economy.” Comprised of women leaders of certified B Corporations and other purpose-driven enterprises, WeTheChange received one of the first B Collective Awards in 2019 and again in 2020. For her efforts in helping B Corp B2B’s connect, build, and grow their businesses, Rose was honored with a B Economy Leadership Award in 2018. Rose was recognized by Conscious Company Media as one of the World Changing Women of 2020. Rose ran for a seat in the US House of Representatives for CA District 1 on a platform centered on economic freedom. She was proud to garner 5,777 votes as an independent.

Rose holds a Civil Engineering degree from the University of San Agustin and a Masters in Business Management from the Asian Institute of Management in the Philippines where she was consistently on the Dean's List.

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. She is also obsessed with knitting. She loves that she can knit while attending Zoom meetings! 

Connect with Rose on LinkedIn.

James Raphael Yee

Registered Representative


James has a Bachelor of Arts, major in Philosophy and History and minor in Science and Math from St. John's College in Santa Fe, NM. He can talk about Homer and the Odyssey then switch to the latest UFC fight analysis in a heartbeat. Do you need help choosing a knife or wonder which one would be best for you? Check with James. He has an extensive knowledge of knives and knife making gathered in part from his years of working at We Be Knives in San Francisco.

Kaboom Boomboom

Chief Love Officer

Kaboom loves lazing around. Indeed, we have a sneaking suspicion that she is the very incarnation of the dog they thought of when the typing lesson phrase "The quick brown fox jumps over the lazy dog near the bank of the river" was invented.

Outweighing her laziness, though, is her love for a car ride and traveling. She is very much at home on an airplane and settles in quite nicely as soon as she boards. She enjoys meeting clients and will happily accept pats on the head and belly rubs.

She believes that life is a happy puzzle, but is in no hurry to solve it.  Like Winnie-the-Pooh, Kaboom doesn't believe in hurrying, and contentedly does nothing. Need some loving? Just turn to Kaboom!