CPA/PFS, CFP®, EA
Yoshida Wealth Management, Inc.
Founder and CEO
Fee-Only financial planner located in New York, serving clients locally and across the country
Meet Narumi Yoshida
Narumi Yoshida is a fee-only financial planner. Yoshida Wealth Management, Inc. provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Narumi Yoshida is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Narumi Yoshida is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Narumi Yoshida is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Narumi Yoshida
50 Main Street, Suite 1000
White Plains, NY 10606