Kevin Yamamoto, AWMA®, CRPC®

A Southern California and Ventura County native, Kevin is an experienced financial advisor who believes strong financial decisions are built on clarity, education, and trust. With more than a decade in financial services, he brings a thoughtful, planning-driven approach grounded in long-term relationships—helping clients move forward with confidence and purpose.

From the outset of his career, Kevin aligned with an independent, client-focused firm that values transparency and enduring relationships over transactions. That experience reinforced his belief that financial planning should serve as a compass—providing direction, aligning priorities, and creating accountability through every stage of life.

Kevin’s path into financial advising was shaped by a desire to work closely with people. Early in his career, he helped build a startup Montessori materials provider, gaining hands-on experience in business planning, product development, and international partnerships. While rewarding, the work clarified what mattered most to him: understanding people, their stories, and the “why” behind their financial goals. Today, he takes an educational, collaborative approach designed to empower clients to make informed, confident decisions.

Raised in a multi-generational agricultural family, Kevin learned the value of discipline, integrity, and follow-through—principles that continue to guide how he serves clients.

He works with individuals and families at all stages of life, from building and protecting wealth to navigating career and family transitions and preparing for retirement. Kevin serves clients throughout Southern and Northern California and the Hawaiian Islands.

Kevin is a graduate of Cal Poly Pomona and holds the Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) designations.

He lives in Torrance with his wife, Victoria, and their children, Owen and Isla.