We were founded to help you and your family achieve everything you aspire to. That means we go beyond a traditional advisor’s focus on investment management to emphasize comprehensive financial planning that organizes all the disparate parts of your wealth, including real estate, compensation plans, taxes, and retirement. Because your dreams will take time to realize, we are committed to working with you over the long term, giving you confidence that you will reach your destination.

Our team is dedicated to bringing order to your wealth so you gain clarity about your finances. When you work with us, you team up with financial planning specialists, investment managers, tax specialists, and real estate professionals with the credentials and experience to analyze and make recommendations for all areas of your wealth.

 

LLOYD YAMADA, CFP®

Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™ Professional

Evor C. Vattuone, CFP®

President, CERTIFIED FINANCIAL PLANNER™ Professional

 

Mira Ma, CFP®, RFC®

Vice President, Chief Compliance Officer, CERTIFIED FINANCIAL PLANNER™ Professional

Johnny Roland, CFP®, EA

Vice President of Operations, CERTIFIED FINANCIAL PLANNER™ Professional


Memberships and alliances

 
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