Wesley Yamamoto joined Raymond James in 2017, after serving at UBS Financial Services, Inc. for 7 years and Wells Fargo Advisors, LLC in Honolulu for 15 years. While at Wells Fargo Advisors, he was a Senior Institutional Consultant working with many institutional plans including Corporate, Endowment, Foundation, private school and Taft-Hartley Joint-Trusteed Plans.
Prior to entering the investment field, Mr. Yamamoto served as a consultant for Coopers & Lybrand in Honolulu, a financial analyst for the Ralph M. Parsons Corporation in Saudi Arabia, and ran his own manufacturing company in Bangkok, Thailand. He was also President of Gray Line Hawaii, where he was in charge of 850 employees and tour bus operations on the 4 main islands of the State of Hawaii.
Mr. Yamamoto graduated from Saint Louis School and earned a Bachelor of Business Administration (BBA) in accounting from the University of Hawaii. He became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in 2004 and in 2001 he earned the Certified Investment Management AnalystSM (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.
Mr. Yamamoto is a member of the Financial Planning Association (FPA) both National and Hawaii, Investments & Wealth Institute, Honolulu Japanese Chamber of Commerce and a Tocqueville Society member of the Aloha United Way.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.