About Us

Narumi Yoshida, CPA/PFS, CFP®, EA
Founder and CEO

Always having had a deep desire to help people, after graduating from Baruch College, I decided to focus my career on tax accounting knowing I could make the biggest impact for people in this field. Understanding that tax filing can be a pretty daunting process, and with English as my second language, I can relate to Japanese clients who want to understand their financial situation in their native language. 

Considering my background, many of my friends, family and clients frequently sought my perspective concerning their personal finances. As a result, I decided to launch Yoshida Wealth Management, Inc. in 2019 to extend my services to financial planning and investment management.

 

I pride myself on building long-term relationships with each of my clients and treating them just like family.  I look forward to developing a long  and fruitful partnership with you too. 

 

My Fiduciary Oath

 

Nicole Yoshida, Client Service Coordinator

I'm proud to say I'm a true New Yorker through and through.  I was born in Brooklyn, raised in the snowy Catskills and have lived almost my entire life in the NYC area.  I earned a Bachelor’s in Early Childhood Education and graduated Summa Cum Laude with a Master’s in Literacy Education.  I worked for over 15 years as an educator in Carrol Gardens, Bay Ridge, Harlem, New Rochelle and Tokyo, Japan.  Then, in 2016, I transitioned to working full time with my husband as the Operations Manager of Hara Yoshida Accounting and now as the Client Service Coordinator of Yoshida Wealth Management.  I’m a true do-it-yourselfer, problem solver, gardener and puzzle fanatic.  Most of all, I love to travel and organize fun road trips.  I only have five states on my list left to visit!

Kuma,  Head of Security

Hello there! My name is Kuma, which means 'bear' in Japanese.  I'm not a bear, but in my heart, I am as powerful as one.  That is how I came to be hired as the Head of Security for YWM. 

Some Fun Facts About Me:

  • I'm a cuddly Havanese.

  • My favorite song is "Boku wa Kuma" by Hikaru Utada.

  • I love to eat carrots and tissues.

  • I bark at everything and nothing at all. 

  • I love to run in circles at top speed.

  • Like most Leo's, I'm warm, passionate and brave.