Narumi Yoshida, CFP®, CPA/PFS, EA Yoshida Wealth Management, Inc.

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About Narumi Yoshida, CFP®, CPA/PFS, EA

Narumi Yoshida is the Founder & CEO of Yoshida Wealth Management, Inc. He is a CPA and provides tax-smart, financial life planning and Investment Management services for individuals and families.

Mr. Yoshida was born and raised in Shizuoka, Japan. At age 19, he moved to New York in pursuit of his educational and professional goals. He is a first-generation immigrant himself, so he understands what challenges and difficulties people face by moving from one country to another. Mr. Yoshida’s unique professional and educational backgrounds give him the ability to work with clients closely and develop the most effective tax and financial strategies for them.

Mr. Yoshida worked as a Financial Advisor for a prominent financial advisory firm in New York City. After gaining valuable experience at the firm, he eventually decided to go out on his own to launch Yoshida Wealth Management, Inc., Independent RIA, to work with clients he felt needed the most help and could add the most value to their situations. Good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, he believes (1) Fee-Only, (2) Fiduciary and (3) Independent are the three most important criteria to consider when choosing a Financial Planner.

In addition to Yoshida Wealth Management, Inc., he owns and runs a successful CPA firm based in New York where he and his team provide tax return preparation and business accounting services.

Mr. Yoshida focuses on helping Japanese Expats in the US and Financial Life Planning for Professionals in the field of Health Care & Academics, Business Owners/Entrepreneurs, and UN Employees/G4 Visa Holders. He utilizes the newest AI/technologies to operate at the highest efficiency level, so he can focuses on what he enjoys the most – working with clients!

Outside of work, he enjoys traveling around the world with his wife, Nicole, staying active, reading books and eating Japanese food! (Fun Fact: Narumi used to be a dancer)!

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Financial Life Planning
  • Japanese Speakers
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • Flat Fee: $3,600/engagement
  • AUM: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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