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Ellen Y

Series 63, Series 65

Pasadena, CA

Equitable Advisors

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her work history includes roles at Mark A Shuster, Hub International, and Shuster Financial Group, LLC. Outside of her advisory duties, she is the managing partner of Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Shana W

Series 63, Series 65

Pasadena, CA

Equitable Advisors

Shana Won is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999, following her time with AXA Advisors. Outside of her advisory work, she serves on the Bond Oversight Committee for Los Angeles City College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a variety of investment options including mutual funds, ETFs, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Haissam A

Series 63, Series 65

Pasadena, CA

Equitable Advisors

Haissam Alrachid is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advising duties, he serves as CFO and Secretary for the nonprofit No Mind Left Behind. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of investment solutions without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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