Lloyd Yamada (BSEE, CFP®, MSEE)

Lloyd Yamada focuses in the
following client markets or areas of practice:

Business Owners

Entrepreneurs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Our clients come to us because they face new directions in life and need guidance for the road ahead. Regardless of your transition, we learn about your situation in depth, including your values and goals, so we can help you move into the next stage of your life with confidence.

We have particular expertise working with people who are:

Preparing for retirement
Getting started in career and family
Making a life transition

Additional Information

At Aspire Planning Associates, our financial planning services extend beyond the traditional to focus on your life satisfaction. We are a fee-only, independent Registered Investment Advisory firm providing personalized guidance on almost any financial situation, especially major life transitions. With offices in Cupertino, San Mateo, and Walnut Creek, California, we work one-on-one with you to build a comprehensive financial plan that helps you achieve your aspirations now and in the future.