Rose Penelope Yee, CPFA, CHSA
Chief Executive Officer, Green Retirement, Inc.
Rose leads Green Retirement, an immigrant, woman, and minority owned firm that is the first-ever advisory firm in the country focused on fossil-free and socially and environmentally responsible 401k’s. The firm has advised more that 90 retirement plans across the country and guided thousands of working people to save for their 401k’s toward a financially secure retirement while also helping protect people and planet by rooting their investment decisions on the principles of Justice, Equity, Diversity, and Inclusion. In 2015, Rose was recognized by the National Association of Plan Advisors as one of the Captains of Industry in its inaugural recognition of the role that women play in the retirement plan industry. Rose co-founded and co-leads WeTheChange, a movement of “empowered women creating a radically inclusive and richly regenerative global economy.” Comprised of women leaders of certified B Corporations and other purpose-driven enterprises, WeTheChange received one of the first B Collective Awards in 2019. For her efforts in helping B Corp B2B’s connect, build, and grow their businesses, Rose was honored with a B Economy Leadership Award in 2018. This January, she was recognized by Conscious Company Media as one of the World Changing Women of 2020. Rose holds a Civil Engineering degree from the University of San Agustin and a Masters in Business Management from the Asian Institute of Management in the Philippines.