• Hiroshi "Yoshi" Asato, CFP®, AAMS®

    Financial Advisor

    Operations Principal

  • 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, Natalie Asato, and playing soccer with his son, Emmett Asato

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,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.