Jeffrey B. Yamada CFP®, MBA
Wealth Counselor, Chief Compliance Officer
Jeff Yamada helps clients answer the financial questions that might otherwise keep them up at night. Advising clients on retirement, tax, risk, education, or estate planning – or all of the above through comprehensive financial planning – he helps people navigate the complex and interrelated aspects of personal finance. Blending his expertise in the securities industry with his experience working with people from diverse cultures and economic backgrounds, Jeff excels at helping clients make sound financial decisions that meet their personal goals.
Jeff began his career Union Bank of Switzerland (UBS) in Zurich and New York City. He later served as the chief compliance officer and director of operations for fee-only institutional fixed-income investment advisors in Los Angeles before joining MCS in 2004.
Jeff Yamada has held the CERTIFIED FINANCIAL PLANNER™ certification since 2007 and held the Certified Divorce Financial Analyst (CDFA®) designation from 2017-2021. He is a member of the fee-only National Association of Personal Financial Advisors (NAPFA) and the Financial Therapy Association (FTA). Jeff received his MBA in international finance from St. John’s University in New York in 1994 and his B.A. in international business and German from California State University, Fullerton, in 1989.
Jeff is actively involved in community service. He helped his wife start up Liberation Pathways, a non-profit that prioritizes nature-based and trauma-informed healing for BIPOC and marginalized communities. His past work includes director and chairperson of Carry It Forward, and Lutheran Volunteer Corps (LVC), as a volunteer at Horse Feathers Equine Rescue in Guthrie, OK, president of the Financial Planning Association’s Central Oklahoma Chapter, and equity committee member for the City of Norman, OK and Norman Public Schools. Jeff is a Returned Peace Corps Volunteer who served three years in an Amerindian rainforest community in Suriname, South America.
Raised in Orange County, California, Jeff has lived and worked in three countries and four states. An avid traveler, he is fluent in German and Sranan Tongo and has studied French and Dutch. Jeff enjoys being outdoors and active, hiking, swimming, and volunteering.
JEFFREY B. YAMADA BIO
