Jeffrey Yamada

About Jeffrey

I help clients answer the financial questions that might otherwise keep them up at night. Advising on retirement, tax, risk, education, or estate planning – or all of the above through comprehensive financial planning – I help people navigate the complex and interrelated aspects of personal finance. My expertise in the securities industry, combined with my experience working with people from diverse cultures and economic backgrounds, informs my work. Prior to joining MCS Family Wealth Advisors in 2004, I was chief compliance officer and director of operations and IT at a $5B fee-only institutional fixed-income investment advisor. My career in finance began at the global headquarters of Union Bank of Switzerland (UBS) in Zurich and was followed by five years in the firm's North American headquarters in New York City.

Areas of focus

Credentials & background

The firm