Senior Wealth Advisor
Operations Principal
Yoshi Asato is a CERTIFIED FINANCIAL PLANNER® and an ACCREDITED ASSET MANAGEMENT SPECIALIST™. He is a Senior Wealth 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
