The Team

Calles, Yoshida & Associates
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Donna Yoshida

Donna Yoshida

Financial Advisor

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Top Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Saving for Education

Education

BA, Mathematics, University of Hawaii at Manoa, Honolulu, HI
CA Insurance #0E98890

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Our Staff

Melissa Taitano

Melissa Taitano

Client Service Associate