CoverProfile

Lloyd Yamada

Chief Executive Officer, Managing Partner, Certified Financial Planner™ Professional

Aspire Planning Associates

United States, California, Walnut Creek

About Me

Lloyd Yamada started his professional life on a completely different path from financial planning. In his mid-40s, however, his father became ill, and Lloyd retired from electrical engineering to help his mother care for him. That time period proved a crucial one. Lloyd gained an empathy for similar people in transition, and his desire to help them became the springboard for his new career as a financial planner. Today, because of his experience, he understands the need of transitioning clients for strategies that support them as they move into the next phase of their journey. And in his work, he emphasizes steps that can build confidence and support clarity, such as career counseling or

View more

Profile Information

Chief Executive Officer, Managing Partner, Certified Financial Planner™ Professional

Aspire Planning Associates

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Walnut Creek

California

United States

Jun 29, 2025

More profiles to browse

Profile Photo
Evor C Vattuone
President and CERTIFIED FINANCIAL PLANNER(TM) Professional
CD
Cynthia Davila Kurz
Associate Financial Advisor
Profile Photo
Mira M Ma
Managing Partner, Chief Compliance Officer, and CERTIFIED FINANCIAL PLANNER(TM) Professional

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
DH
Dennis Hanson
Principal
Jamison Hanson
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank