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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Kenji Yoshikawa CRPS, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Before joining UBS Financial Services in 2005, Kenji spent 10 years travelling the globe gaining professional industry experience working with Fortune 500 companies on complex business management, transformation, and reengineering efforts. He incorporates this expertise today, as he specializes in corporate retirement benefits and business transition planning as a Partner of Katz Wealth Management.

As a Chartered Retirement Plan Specialist (CRPS®) and Senior Retirement Plan Consultant (SRPC), Kenji has received extensive training in corporate retirement plan solutions, design, and implementation. He is a designated retirement consultant and focuses on pursuing clients’ stated objectives in developing retirement plans (i.e. 401(k), 403(b), defined-benefit, cash-balance, and executive benefit programs through the use of nonqualified deferred compensation plans). As an Endowment & Foundation Consultant (EFC), Kenji understands the distinct dynamics of advising non-profit clients on fiduciary/risk management and investment advisory services.

In addition, as a Certified Exit Planning Advisor (CEPA®), he collaborates with clients on business exit planning – helping business owners seamlessly transition out of their business, on their own terms, while reflecting their financial goals.

Backed by a team of 17 specialized investment professionals, we have the resources to provide clients with the highest caliber of service and advice.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

  • Barron’s Top 50 Private Wealth Advisory Teams, 2019, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.

The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S.B.A., Ohio State University

Credentials

  • Certified Exit Planning Advisor
  • Chartered Retirement Plans Specialist
  • Endowment & Foundation Consultant
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-9248

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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