Jeffrey B. Yamada Jeffrey B. Yamada BIO

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 – Jeff navigates 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 at the global headquarters of Union Bank of Switzerland (UBS) in Zurich and spent the next five years in the firm’s North American headquarters in New York City. While in Los Angeles, Jeff was chief compliance officer and director of operations for Bradford & Marzec, Inc., a fee-only institutional fixed-income investment advisor. He was also director of operations with Post Advisory Group, LLC, a high-yield bond and distressed-debt investment advisor and hedge fund manager.

Jeff earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007 and is a member of the fee-only National Association of Personal Financial Advisors (NAPFA). 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 serves as the chair of the board of directors for Lutheran Volunteer Corps (LVC), a national non-profit community of faith that unites people to work for peace with justice. He volunteers with his daughter at Horse Feathers Equine Rescue in Guthrie, OK and was president of the Financial Planning Association’s Central Oklahoma Chapter. 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 lived and worked in Zurich, Switzerland, New York City, Los Angeles, Eugene and Suriname. An avid traveler, he is fluent in German and Sranan Tongo and has studied French and Dutch. Jeff enjoys being outdoors and active, running marathons, swimming, volunteering and being a dad to his three children.

Certified Financial PlannerFEE FO OnlyFinancial Planning AssociationNAPFA-Registered Financial Advisor