Christina Yee
Tax Director
Christina has more than 11 years of experience advising high-net-worth individuals and multigenerational families on complex tax matters. She provides integrated tax planning and compliance services tailored to clients’ personal, business, and philanthropic goals. Her experience includes closely held businesses, trusts, family limited partnerships, and private foundations. Christina is committed to helping clients navigate complexity, identify planning opportunities, and make informed decisions with confidence.
In addition to her client service role, Christina helps lead the Firm’s technology initiatives, applying AI and emerging software tools to improve efficiency, strengthen quality, and enhance the overall client experience.
- M.S.T. University of San Diego
- B.S. University of San Diego
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Past Board of Directors Member and President for CalCPA’s Peninsula/Silicon Valley Chapter