CFP®, MBA, RPCV
MCS Family Wealth AdvisorsÂ®
Fee Only Financial Planner with offices in Norman, OK and Eugene, OR
As a Fee-Only Financial Planner and NAPFA-Registered Financial Advisor, Jeff Yamada helps clients answer the questions that might otherwise keep them up at night.
Employed with MCS Family Wealth Advisors since 2004, Jeff pilots clients through the complex and interrelated paths of personal finance. Areas of focus are retirement, tax, risk, education, or estate planning – or all of the above through comprehensive financial planning. 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's firm, MCS Family Wealth Advisors focuses on these core concepts:
- Find the levers of wealth creation for each client
- Structure investment strategy and financial advice to support client wealth creation
- Understand that risks to family prosperity are not just financial
- Recognize that less worry about money means greater opportunity for a life well spent
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™ designation in 2007 and became a member of the fee-only National Association of Personal Financial Advisors (NAPFA) in 2009. 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.
A former volunteer at the Foothill Family Shelter for homeless families, Jeff served three years as a Peace Corps volunteers in a Carib Amerindian rainforest village in Suriname, South America. Jeff currently volunteers with his daughter at Horse Feathers Equine Rescue in Guthrie, Oklahoma, is a board member and past president of the FPA of Central Oklahoma, and serves as a board member of the Lutheran Volunteer Corps, a national organization promoting peace, social justice and sustainability.
Raised in Orange County, California, Jeff has lived and worked in Zurich, Switzerland; New York City; Los Angeles; and Suriname. An avid traveler, he is fluent in German and Sranan Tongo and has studied French and Dutch. Jeff now resides in Norman, OK with his wife and three children, and enjoys running, krav maga and being a dad.
Jeffrey Yamada is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
MCS Family Wealth Advisors specializes in asset management and consulting for high-net-worth families, individuals and families in business. Our solutions are tailored to each individual's or family's situation, and we emphasize hard to break strategies to reduce risk and increase wealth. Our mission is to transform money from a source of worry to a resource for fulfillment.
We recognize that money is not an end in itself; rather, it is a means to different ends. One of those ends includes ensuring family prosperity for multiple generations.
Our process is geared to each client's situation. We seek to:
- Find the levers of wealth creation for each client.
- Structure investment strategy and advice to support client wealth creation.
- Understand that risks to family prosperity are not just financial.
- Recognize that less worry about money means greater opportunity for a life well spent.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jeffrey Yamada is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jeffrey Yamada is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jeffrey Yamada is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jeffrey Yamada
360 East 10th Avenue
Eugene, OR 97401
3750 W Main St; Ste AA
Norman, OK 73072