When it comes to accumulating wealth, there’s no doubt that the opportunities are endless in today’s day and age. Throughout my experience, I’ve discovered that in order to succeed financially (and personally) it’s important to think outside of the box and be creative in the ways that we invest, grow and maintain our money. For example, as a financial advisor, I’ve found it favorable to be advantaged with a top-down multi-asset class systematic framework used by professional traders, hedge funds and investment banking proprietary trade desks. This is a unique skillset not available to the public and rare in the financial planning industry.
With these disciplines, I bring additional strategies with superior research and analysis to review, construct, execute, track and manage risk to secure optimized volatility ranges for consistency and risk-adjusted efficiencies to client portfolios. This allows for a much higher probability of long-term consistent profitability in the financial markets.
In my role, I’m affiliated with the world’s largest independent financial consultancy, the DeVere Group, servicing well over 80,000 clients in more than 100 countries with discretionary portfolio management services available from our investment banking platform. I am also a member of one of the fastest-growing residential real estate brokerages in the world breaking boundaries globally via cloud-based technologies, powered by eXp technology and services.
Based in Tokyo, Japan, I have been enjoying an international lifestyle for the last decade with my wife, Yukari, and now allocate most of my time between Japan, the UK and the U.S. helping clients build income-producing assets.
I earned my International Certificate in Wealth Management with the Chartered Institute for Securities and Investment (CISI) and my Diploma of Financial Planning from Kaplan University. I secured my Series 65 with tutoring from Solomon Exam Prep and the Institute of Trading and Portfolio Management awarded me a Distinction grade on completing the Professional Trading Masterclass across the four major asset classes (Equities, Currencies, Commodities, Rates).
I work with clients to help anticipate their life transitions and to be financially prepared for them. Let’s work together and convert your paycheck into a playcheck!
It is always better to prepare than to repair. If you haven’t started planning yet, now is the time to start.