Specialties
About Me
30+ years of experience in the financial planning industry, including 15 years as an independent financial advisor.
A native Japanese and educated in the U.S., approximately 70% of clients are Japanese-American families, intermarried couples, expatriates who live in the U.S. or lived in Japan. I also work with Americans who maintain personal or financial ties between the U.S. and Japan. My practice provides comprehensive financial planning that respects cultural and system differences, while offering services in the client’s preferred language to ensure comfort and clarity in discussing financial matters. With a focus on each individual’s life values,
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Interests & Hobbies
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Always free for clients.
Credentials
ChFC
Chartered Designations
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Disclosures
MoneyCafe Advisors LLC is a state-registered investment adviser in the State of Colorado. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where MoneyCafe Advisors LLC and its representatives are properly licensed or exempt from licensure. Client assets are held with Altruist Financial LLC and Charles Schwab & Co., Inc., both of which are independent, SEC-registered broker-dealers and members of FINRA and SIPC, serving as qualified custodians. MoneyCafe Advisors LLC does not maintain custody of client funds.