Meet the Operations Team & Client Service Associates

Billy Yeh

Director of Estate & Insurance Consulting

Billy Yeh is the Director of Estate & Insurance Consulting at SteelPeak Wealth.  He is responsible for providing comprehensive solutions for each of our client’s unique insurance planning needs.  He works closely with the partners, advisors, and clients to implement planning strategies that touch on risk management, tax liability, wealth transfer, and estate planning.

Billy has 20 years of experience in the finance industry, having worked at American Express Financial Advisors/Ameriprise for 6 years and at JSF Financial for 14 years before joining SteelPeak.  He holds series 7 and 66 securities licenses and received his bachelor’s degree in Finance and Management from Loyola Marymount University.  He has also completed the UCLA Personal Financial Planning program to provide him with a comprehensive approach to financial planning.

Outside of work, he enjoys spending time with his wife and daughter.  He also enjoys traveling, watching and playing tennis, and going on fishing trips.

 

Schedule a Free Consultation

 

T 818 835-8773

billy.yeh@spwm.com