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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. In 2018, he became a co-founder and Managing Partner of Mission Financial Group, an independent RIA. 

 

Clifton has been a special guest on business talk radio and a regular contributor to the Wall Street Business Network with weekly “Money Thought” radio commentaries. As a former member of the National Society of Financial Educators, he continues to enjoy conducting financial education classes focused on retirement planning and tax strategy.

 

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

 

PERSONAL

Clifton currently serves on the Advisory Board for The Salvation Army, was a 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 (9 years and 6 years old). Clifton stays active surfing, coaching basketball, golfing, and practicing photography.

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(11 minutes)

(8 minutes)

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Advisory services offered through Mission Financial Group, a Registered Investment Adviser. Securities offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. IFG and Mission Financial Group are unaffiliated entities.

Licensed to sell securities in the following states: AZ, CA, CO, FL, HI, IN, MA, MI, MT, NC, NV, NY, OH, OR, TX, WA.

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eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. 

 

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Mission Financial Group LLC ("Mission").  Fidelity is a service provider to Mission. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Mission Financial and does not guarantee, or assume any responsibility for, its content. Fidelity Institutional™ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 961229.1.0.

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