Advisor profile


My approach

Helping clients plan for their financial success involves understanding the personal context in which they place their investments and other financial concerns. We work closely with clients and their families to develop an understanding of their goals and values so we can help design efficient strategies, which are in alignment with what they consider to be financial success.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Small Business
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Financial Planner

Education

  • MBA, U.C. Berkeley, 1969

Interests

* I enjoy golf, tennis, walking, gardening, and listening to music.

* I support the Berkeley Haas School of Business Alumni Network as the President-Emeritus of the East Bay Chapter.

* In the community, I am involved in the Japanese American Citizens League and the California Japanese American Alumni Association.

Community participation

  • U.C. Berkeley Haas School of Business Alumni Network Chapter President Emeritus
  • Raymond E. Miles Alumni Service Award for the Berkeley Haas School of Business 2007
  • Contra Costa Food Bank Day of Service volunteer

Professional associations

  • Berkeley Haas School of Business Alumni Network
  • Japanese American Citizens League
  • California Japanese American Alumni Association