Jerry Yen

Jerry Yen is the CEO and Co-Founder of Advice Analytics. Jerry has extensive experience in the field of competitive strategy and product planning, having previously served as the Managing Director of Competitive Strategy and Product Planning for HP. Jerry also has experience in retirement fintech, having served as the Vice President of Strategic Partnerships for GuidedChoice. In this role, they were responsible for acquiring major clients and achieved 40% profitable growth. Jerry is also a Strategic Advisor for ReviewBuzz.

Jerry Yen obtained a Master's Degree in Aeronautics & Astronautics from Stanford University. Jerry also has a Master of Business Administration (M.B.A.) in Marketing from Northwestern University - Kellogg School of Management. Their undergraduate degree is in Aerospace Engineering from the University of California, Los Angeles. Yen is also certified by Fi360 (now Broadridge) as an Accredited Investment Fiduciary and by the National Association of Plan Advisors as a Certified Plan Fiduciary Advisor (CPFA).

Some individuals on their team include Alyssa Morales - VP, Client Operations & Co-Founder, Yashar Ahmadpour - CPO & Co-Founder.