Broker Check
Davena Yee

Davena Yee

Financial Advisor

“By creating a plan and diligently working towards it, our clients can pursue financial confidence and a life created by design.”

Respect and trust are the most important elements in the financial industry, and Davena strives to build those with each client she assists. Working with her client’s long-term goals in mind, Davena provides comfort and confidence in making important decisions about their financial future.

With 13 years of experience at CGC Financial Services, Davena has worked with clients in a variety of capacities with a singular focus: helping clients pursue their financial goals. As a financial advisor at CGC, she works hand-in-hand with the managing partners and portfolio manager to make decisions that support her client’s needs and wants in life. Financial decisions are often complicated and emotional, but Davena’s confident assurance makes clients feel at ease throughout the investment process.

When she’s not busily caring for her young children, Davena enjoys strength training, yoga, and trying out new healthy recipes for her family.


  • BS in Human Development and Family Sciences, Oregon State University


  • Series 7, 63