Meet Brant Yoshida FINANCIAL SERVICES PROFESSIONAL
Phone: (808) 548-2234
E-mail: yoshidab@ca-fg.com
Website: www.planmember.com/byoshida
EXPERTISE:
Helping you accumulate and protect your wealth with special focus on retirement planning, college savings, life insurance and long-term care.
CREDENTIALS:
BA in Finance, University of Washington
Series 6 & 63 licensed
State of Hawaii Life and Health licensed
ASSOCIATION:
Honolulu Junior Japanese Chamber of Commerce Member
Honolulu Elks Club Member
ROOTS:
Born and raised in Pearl City; graduated from Pearl City High School
PRIOR EXPERIENCE:
Formerly an advisor at Prudential Financial
PERSONAL PHILOSOPHY :
“If you don’t know where you are going, you’ll end up some place else.”
– Yogi Berra
BUSINESS APPROACH :
“Coaching clients toward their dreams and goals by suggesting strategies
and to help my clients create and follow a path to reach the life they imagine."