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portrait of Neil R Yelland
FINANCIAL ADVISOR

Neil R Yelland

AAMS™, CRPC™
1264 Esplanade, Chico, CA 95926opens in a new window
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About Neil

My position as a financial advisor allows me the privilege of witnessing our clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. Experiencing those successes inspires me to serve our clients and advance what truly matters most to them.

I listen, care and wholeheartedly dedicate myself to helping our clients achieve their unique financial goals. Our clients often come to us during times of transition, such as retirement or receiving an inheritance. Many of our clients are multigenerational families that benefit from strategies of wealth transfer. I also enjoy the challenge of...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of California-SacramentoBachelor of Science

Personal Interests

  • Mountain Biking
  • Outdoor Enthusiast
  • Camping
  • Community Outreach
  • Volunteering

Team Members

  • Jennifer Parsons
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Phone

(530) 345-8913

Fax

(888) 848-2148

Office Address

1264 Esplanade
Chico, CA 95926opens in a new window

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