Green Retirement helps clients formulate a retirement plan that is designed to pursue their financial goals with investments that are aligned with their values. They help clients divest their 401K assets from fossil fuel holdings and help them 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. They are proud to be the first financial firm in Oakland to be certified by the Bay Area Green Business Program. On January 3rd, 2012, they were among the first twelve corporations in California to elect benefit corporation status.
Green Retirement is an Accredited Investment Fiduciary, helping businesses, nonprofits and individuals design pathways toward retirement readiness. They specialize in 401K's, 403B's, 457's, IRA's, SoloK's, SEP's and SIMPLEs. Based in the Bay Area, Green Retirement has clients that span coast to coast, from San Francisco to New York.
