Stanley Himeno-Okamoto
CFA®, CFP®
DRS Financial Partners
Founder, Wealth Planner
Stanley Himeno-Okamoto
CFA®, CFP®
DRS Financial Partners
Founder, Wealth Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stanley Himeno-Okamoto, CFA®, CFP®
Fee-Only financial planner located in San Francisco, CA serving clients locally and across the country
Stanley Himeno-Okamoto is a San Francisco, CA fee-only financial planner. DRS Financial Partners LLC provides comprehensive and objective financial guidance and investment management to help technology startup employees in the Bay Area organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Stanley Himeno-Okamoto is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi! I'm Stanley Himeno-Okamoto, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help technology startup employees in the Bay Area steer through the complexities of their equity compensation and ever-changing lives, committing to an objective approach and fiduciary standard.
Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it's preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts.
Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. I graduated Cum Laude from Santa Clara University with a B.S. in Economics (Mathematical Economics concentration) and a Math minor. Outside of work you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.
Stanley Himeno-Okamoto 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.
DRS Financial Partners was created to help early to mid-career tech employees prepare for and steer through the complexities of their equity compensation and constantly evolving financial lives. Our goal: to empower you to take control of your finances and reduce the drag on your financial future.
We are a fee-only Registered Investment Adviser with a fiduciary obligation to our clients - the highest standard of care requiring us to put our clients best interest before ours, always.
DRS Financial Partners LLC is an Investment Adviser registered in the States of California and Hawaii, and offers advisory services in jurisdictions where registered or exempted from registration.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Equity Compensation and Stock Options
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Startup and Technology Employees
- Gen-Y / Millennials
- Growing Families
- New Company Transitions
- IPO and Acquisition Decisions
Working Together
- Clearly Defined Fees
- No Product Sales or Commissions
- Collaborative
- Service Offerings to Fit Your Needs
Professional Designations & Affiliations
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Stanley Himeno-Okamoto is a NAPFA-Registered Financial AdvisorThe 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.
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Stanley Himeno-Okamoto is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Stanley Himeno-Okamoto is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Stanley Himeno-Okamoto is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Stanley Himeno-Okamoto is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Stanley Himeno-Okamoto Contributes to the NAPFA Advisor: "Helping clients who are searching for happiness"
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Stanley Himeno-Okamoto is Quoted on MSN Money: "‘We will see a war over the next couple months between Robinhood enthusiasts and Robinhood skeptics’"
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Stanley Himeno-Okamoto is Quoted in InvestmentNews: "What the U.N.’s climate change report means for advisers"
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Stanley Himeno-Okamoto Earned a Spring Conference Scholarship from NAPFA Genesis
Contact Stanley Himeno-Okamoto
Office Locations:
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By Appointment
and Virtual
San Francisco, CA 94112
