Takeshi Yashima

About

I believe financial planning starts with education. My goal is to help individuals and families better understand their options so they can make informed financial decisions with confidence.

With over 13 years of experience in the financial services industry, I work with clients in areas including retirement planning, Social Security strategies, life insurance, annuities, long-term care planning, and wealth accumulation.

As a Registered Social Security Analyst® (RSSA®), I also help individuals and couples better understand their Social Security claiming options and how those decisions may fit into their overall retirement strategy.

My approach is education-first—not simply recommending a product. I take the time to understand each client's goals, concerns, and financial situation, explain available options in clear and practical terms, and help them develop a strategy that makes sense for their needs.

I serve both English- and Japanese-speaking clients and am passionate about making financial concepts easier to understand, especially for people who may feel overwhelmed by retirement and financial planning.

My goal is simple: help you understand where you are today, where you want to go, and the options available to help you get there.

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