Lloyd Yamada Email & Phone Number

Chief Executive Officer and CERTIFIED FINANCIAL PLANNER(TM) Professional @ Aspire Planning Associates

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Lloyd Yamada's Location

United States

Lloyd Yamada's Work

Chief Executive Officer and CERTIFIED FINANCIAL PLANNER(TM) Professional @ Aspire Planning Associates
CERTIFIED FINANCIAL PLANNER(TM) Professional @ LSY Financial Group
Instructor @ UCSC Silicon Valley Extension

CERTIFIED FINANCIAL PLANNER(TM) Professional @ King Wealth Planning
Assistant Planner @ Sterling Wood Financial, LLC
Engineer @ Stanford Telecom

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Lloyd Yamada's Education

University of California, Santa Cruz
Certificate of Completion (Personal Financial Planning)
1999 - 2001
University of Hawaii at Manoa
Master of Science - MS (Electrical Engineering)
1976 - 1982
University of Hawaii at Manoa
Bachelor of Science - BS (Electrical Engineering)
1971 - 1975

Lloyd Yamada's Skills

Strategic Financial Planning
Estate Planning
Retirement

Financial Planners
Investment Strategies
Financial Advisory
Portfolio Management
Investments
Risk Management
Insurance

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Lloyd Yamada's Summary

Lloyd Yamada, based in United States, is currently a Chief Executive Officer and CERTIFIED FINANCIAL PLANNER(TM) Professional at Aspire Planning Associates, bringing experience from previous roles at LSY Financial Group, University of California Extension-Santa Cruz, King Wealth Planning and Sterling Wood Financial, LLC. Lloyd Yamada holds a 1999 - 2001 Certificate of Completion in Personal Financial Planning @ University of California, Santa Cruz. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Retirement, Financial Planners, Investment Strategies and more, Lloyd Yamada contributes valuable insights to the industry. Lloyd Yamada has 7 emails and 3 mobile phone numbers on RocketReach.