• Joined August 2018
• Fourth-generation Financial Advisor
• Decorated U.S. Navy Senior Chief Petty Officer
• Enjoys sports, cooking, traveling, and visiting new restaurants in town
• Loves going on date night with his wife, and playing soccer with his son

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.