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SERVICES

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 conducts financial education classes as a member of the National Society of Financial Educators and volunteers with Junior League by teaching economic lessons at elementary schools.

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.

Clifton is the Vice Chair 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 advisor and leads a weekly Bible study with his wife, Renee. Outside of the office he enjoys spending time with his son (3 years), surfing, basketball, golf, and photography.

CLIFTON YASUTOMI, CWS®, AIF®

CONTACT & LOCATION

CALL (808) 545-2224

FOCUS AREAS

  • Retirement Planning
  • Tax Strategy
  • Income Investing

FOCUS AREAS

  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

CERTIFCATIONS

  • CWS®
  • AIF®

PERSONAL INTERESTS

  • Surfing
  • Basketball
  • Golf
  • Photography,

CERTIFICATIONS

  • AAMS®

PERSONAL INTERESTS

  • Surfing
  • Basketball
  • Golf
  • Photography,
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