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Performance-driven Fiduciary Investment Advisor and Certified Estate Planner (CEP) with a proven track record of bridging the gap between comprehensive estate planning and active wealth management. Expert in conducting high-touch, in-home consultations to review revocable living trusts and implement holistic financial roadmaps that protect family legacies. A high-impact producer who generated over $1.2M in annuity sales within a six-month period while concurrently growing and managing client assets under an AUM model. Committed to the fiduciary standard, I excel at translating complex financial concepts into actionable strategies that drive client retention and significant portfolio growth.

Client-focused Investment Advisor specializing in wealth management and financial planning. Develops customized strategies based on client needs and risk tolerance to enhance asset growth and meet financial goals. Builds strong relationships through effective communication, fostering trust and engagement. Continuously adapts to market trends to deliver informed financial guidance.

At Ozguven Dokum, I spearheaded financial and operational enhancements, notably streamlining reporting processes and negotiating contracts to cut costs significantly. My expertise in budget forecasting and fostering customer satisfaction, coupled with a knack for strategic planning and cross-functional collaboration, drove substantial company growth and efficiency improvements.

Dynamic Investment Advisor with a proven track record at CIBC Wood Gundy, excelling in financial analysis and client relationship management. Expert in crafting tailored investment strategies and comprehensive financial plans, consistently exceeding client expectations. Recognized for delivering impactful presentations and fostering strong client connections, driving successful outcomes in personal finance.

Aiko Yamamoto

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Investment Advisor

Financial Analyst

Banking

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Bachelor of Science - Economics

Master of Business Administration - Finance

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University of California, Berkeley

Harvard University

Investment Advisor

Financial Analyst

Banking

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