Stanley Himeno-Okamoto (CFA, CFP®)
Stanley Himeno-Okamoto focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Millennials
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Millennials
Planning Specialties
Hi! I'm Stanley, a fee-only financial planner based in San Francisco and the founder of DRS Financial Partners.
Seven years of helping tech executives and early startup employees with their complex needs helped me appreciate just how important it is to build a healthy financial foundation early - breaking bad habits and avoiding them altogether where possible. I founded DRS Financial Partners to help early to mid-career startup employees understand their equity compensation and create sound financial decision processes earlier in their careers.
I’ve been fascinated with the stock market since I was young, and I began my career at a boutique wealth management firm downtown. I quickly discovered how rewarding it is to help people gain clarity around their finances and leave them with a sense of confidence in their decisions. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts.
Additional Information
I was adopted from Okinawa as a baby, grew up in Hawaii, and fell in love with the Bay Area during a high school summer program. I've been here ever since. Outside of work you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.
If you have any questions or would like to talk, feel free to reach out using the contact form, or schedule a time to chat at your convenience below.
NAPFA Start Date
January 19, 2021