Masashi Yamamoto
Masashi Yamamoto is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Cupertino, CA, with 16 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
10080 N. Wolfe Rd., Ste Sw3-200, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (3)
Financial
June 2025Financial
September 2024Financial
April 2024Other Business ActivitiesSells Insurance
Masashi is the president of the Sophia Univ. SF Bay Area Alumni, a coordinator of free educational webinars, and a part-time data analyst at Amazon. He also works as an investment advisor representative (IAR) for PFG Advisors LLC, a financial advisor for BluPeak Investment Services, and an insurance agent, dedicating about a quarter of his time to each of these financial roles.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.