Managing Partner | Financial Advisor

Clifton Yasutomi, CWS®, AIF®

EXPERIENCE AND BACKGROUND

 

With a background in engineering for the Central Intelligence Agency, Clifton Yasutomi began his financial advising practice with Merrill Lynch in 2005. He has been a special guest on business talk radio and was a regular contributor to the Wall Street Business Network with weekly "Money Thought" radio commentaries. Clifton regularly conducts financial education classes focused on retirement planning and tax strategy and was previously a member of the National Society of Financial Educators and a volunteer with Junior Achievement of Hawaii.

In 2014 Clifton completed studies to earn the Certified Wealth Strategist CWS® designation from the Cannon Financial Institute, and in 2019 he attained the AIF® designation demonstrating an understanding of the Prudent Practices® and methodology. 

 

PERSONAL

 

Clifton is the Chairman of the Salvation Army Echelon Group, former board member of the Iolani Alumni Association, and was the youngest Rotary Club president in Hawaii. He also serves his church at Grace Bible Honolulu as a board member and small group leader. Outside of the office he enjoys spending time with his wife, Renee, and sons (7 years and 4 years). Clifton stays active surfing, playing basketball, golfing, and practicing photography.

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