Yoshi Asato is a CERTIFIED FINANCIAL PLANNER™ and an ACCREDITED ASSET MANAGEMENT SPECIALIST™. He is a Financial Advisor and our team’s Operations Manager. He tends to your day-to-day investment needs, oversees the entirety of office operations, and will assist you in reviewing all matters relating to your insurance, estate planning, education funding, lifetime income analysis, and employer-sponsored savings and retirement plans.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.