Your journey to a better financial future starts here.
"I help design a path to create a better financial future for Executive professionals and Japanese expats in the U.S."
- Narumi Yoshida, CPA/PFS, CFP®, EA
Yoshida Wealth Management, Inc is an independent, fee-only financial planning firm based in New York City.
At Yoshida Wealth Management, Inc, our goal is to partner with you to clarify your goals, develop a plan and guide you to continued success!
We provide tax-focused, comprehensive financial planning and investment management services for:
Japanese Expats in the US
Comprehensive Tax Planning for Professionals
College Financial Planning for parents for college-bound children.