Wesley K. Yamamoto,  CFP<sup>&reg;</sup> - Financial Advisor

Wesley K. Yamamoto, CFP®

CIMA

Sr. Vice President-Investments

Raymond James

1001 Bishop St, Ste 2920
Honolulu, HI 96813
(800) 342-2828
(808) 600-2861

General

Wesley Yamamoto is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James in Honolulu, HI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CIMA

Insurance Licenses

  • Life insurance: HI
  • Health/disability insurance: HI
  • Fixed annuities: HI
  • Variable annuities: HI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources