Heidi Yos
hida, CFP® serves the firm as a Senior Client Service Advisor and Certified Financial PlannerTM. She has over 20 years of experience working with individual clients in addition to extensive operations experience both in institutional and retail financial services.
Heidi works directly with clients to develop financial plans that assess a client’s overall financial circumstances including assets, risk tolerance and time horizon in order to establish favorable outcome to their goals. Her primary focus is on retirement planning, investment management, assistance with estate settlement and charitable gift strategies.
Ms. Yoshida holds a Bachelor of Science in Resource Economics from Cornell University and a Master of Arts 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.
E-mail: Heidi@OakAdvisors.net