Jeffrey B. Yamada,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey B. Yamada, CFP®

Financial Planner

MCS Family Wealth Advisors

3750 W Main St, Ste AA
Norman, OK 73072

MCS Family Wealth Advisors

750 Charbonneau, Ste 201
Bend, OR 97703-7047
FINANCIAL ADVISOR'S WEBSITE
(800) 525-8808
(405) 310-0027 (541) 345-7023
CONNECT WITH Jeffrey
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General

Jeffrey Yamada is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MCS Family Wealth Advisors in Norman, OK and the surrounding communities.

Financial Advisor Overview

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.
 
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

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Financial Advisor Experience

Employed with MCS Family Wealth Advisors since 2004, I help clients navigate 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 my experience in the securities industry with my history of working with people from diverse cultures and economic backgrounds, I help clients make sound financial decisions that meet their personal goals.
 
I began my 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 living in Los Angeles, I was chief compliance officer and director of operations for Bradford & Marzec, Inc., a fee-only institutional fixed-income investment advisor, and I was also director of operations with Post Advisory Group, LLC, a high-yield bond and distressed-debt investment advisor and hedge fund manager.
I 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. I received his MBA in international finance from St. John's University in New York in 1994 and my B.A. in international business and German from California State University, Fullerton, in 1989.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA Registered Adviser

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Irregular Income, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources