We take the mystery out of investing and preserving wealth.
Our Commitment to Excellence
At Yoshihara Financial & Insurance Services, we are dedicated to providing exceptional financial guidance and personalized support to help our clients achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service, expert advice, and tailored solutions to meet the unique needs of each individual or business.
Our Services
We offer a wide range of services to cater to our clients' diverse financial needs. Our comprehensive services include investment management, insurance planning, estate conservation, and tax preparation. Whether you are looking to grow your wealth, protect your assets, or ensure a secure financial future, we are here to help.
As a client-centric organization, we take the time to understand your financial goals, risk tolerance, and personal values to develop a customized plan that aligns with your unique needs and objectives. Our expertise and knowledge enable us to provide expert advice, guidance, and support to help you achieve your financial goals.
Our Team
Our team is comprised of highly qualified and experienced professionals who are passionate about delivering exceptional service and expert advice. Our team approach ensures that our clients receive personalized attention and tailored solutions that cater to their individual needs.
Meet Our President and CEO
Michael Manabu Yoshihara, our president and CEO, has been serving our clients since 1993. With a strong background in mechanical engineering and over two decades of experience in the financial services industry, Michael has developed a deep understanding of the complex financial markets and has honed his expertise in investment and insurance planning. Michael holds various professional designations, including his Series 7 and Series 66 licenses, and is a Certified Funds Specialist (CFS).
Our Professional Associations
We are registered with the following regulatory bodies:
- Series 6, 7, 63, 65
- Member FINRA/SIPC
- Licensed to sell Insurance Products in CA, HI, MI, NV, TX, WA
- Registered to sell Securities in AZ, CA, HI, MI, MD, NV, TX, WA
Your Partner in Financial Planning
At Yoshihara Financial & Insurance Services, we are committed to building long-lasting relationships with our clients. We take the time to understand your unique financial goals and develop personalized plans to help you achieve financial peace of mind. We invite you to explore our services, meet our team, and discover how we can help you achieve your financial aspirations.
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