

Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
- Socially Conscious Investing
- Special Needs Financial Considerations
- Wealth Strategies

Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Reading
- Cooking
- Genealogy
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 01:00PM |
Fri | 08:00AM - 01:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 01:00PM |
Fri | 08:00AM - 01:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(888) 236-4572Branch Team
- Marisa Yamaki
- Branch Office Administrator
Branch Team
Office Address
503 4th Street Ste ADavis, CA 95616opens in a new window
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