CoverProfile

David Yoshioka

Financial Advisor

Highline Wealth Partners

United States, California, Sherman Oaks

About Me

David has been a part of the team since 2001, and his primary responsibilities are in client liaison services and business development. David has broad experience as an executive in the insurance, accounting and finance industries and was previously President of Heritage Insurance Group. He received his undergraduate degree in finance from the University of Illinois and an M.B.A. in Finance from the Wharton School of Business.

Profile Information

Financial Advisor

Highline Wealth Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sherman Oaks

California

United States

May 15, 2024

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