My Profile

Bruce M. Yoshida

Financial Consulting is a personal service business. Personalized service reaches beyond any single transaction. Mutual understanding of objectives and methods of achieving those goals are paramount to a successful relationship. I work for successful relationships with my clients.

EDUCATION

  • B.S. Business Management, University of Idaho, Moscow, ID
  • CERTIFIED FINANCIAL PLANNER™ Professional

CORPORATE EXPERIENCE

  • Retail Management JC Penney Western Region 1978-1986

FINANCIAL CONSULTANT

  • Smith Barney Inc. – Sacramento 1986 - 2009
  • Robert W. Baird & Co. - Roseville, CA 2009 to Present

COMMUNITY SERVICES

Instructor:
  • American River College, Sacramento, CA for Stock Market Analysis Class – 1988 to 1996
  • Sierra College, Rocklin, CA for Mutual Funds Class – 1989 to 1995

LICENSES

  • Series 7 - General Securities
  • Series 63 - Uniform State Registration
  • Series 65 - Investment Advisors Agent
  • Insurance-Annuity and Disability from the State of California (California Insurance License #0A25753)

PERSONAL

  • Married, resident of Carmichael, CA , daughter twenty-nine years old.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

Californa Insurance License #0A25753 


BAIRD HIGHLIGHTS