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-focused, comprehensive financial 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 City where he and his team provide tax return preparation and business accounting services.

Mr. Yoshida focuses on helping Japanese Expats in the US, Comprehensive Tax Planning for Professionals and College Financial Planning for parents of college-bound children. 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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Ideal Clients

  • Baby Boomers
  • College Planning
  • Japanese Speakers
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • Hourly Fee: $250+/hr
  • AUM: 1.00%

SEC Records

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