Our Qualifications

Yoko has served as financial advisor of Zen Wealth Strategies since 2020 with experience of 5 years with Edward Jones prior to become independent brokerage firm owner.

In 2014, she earned the Series 7 and Series 66 licenses, held with LPL Financial.

Yoko is dedicated to developing lasting relationships with all her clients.

Zen Wealth Strategies offers clients an impressive depth of expertise in investment planning, insurance, and estate planning.

During our 7 years in business, we have provided comprehensive financial advice to over 800 investors.

Your Zen Wealth Strategies advisor is well versed in several financial disciplines. My combined education and experience positions me to offer broad-based financial advice that our clients can trust.

To meet with a Zen Wealth Strategies advisor, contact us today.