Heidi Yoshida, CFP® serves the firm as a Client Service Advisor and Certified Financial PlannerTM. Her responsibilities include client relationship management, client service, and financial planning.
Previously, Heidi worked with Chatham Capital and Boys, Arnold & Company in similar roles.
She has over 15 years of experience working with individual clients in addition to extensive operations experience both in institutional and retail financial services. Ms. Yoshida holds a BS in Resource Economics from Cornell University and an MA in Japanese language from San Francisco State University. She worked as a translator and interpreter of Japanese and a teacher of ESL in Japan prior to entering the financial services industry.
Heidi has resided in Bluffton with her extended family for over 20 years and is active in the community.