Lasting relationships. For all that matters

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Darren Y. Yoshioka Profile Photo

    Darren Y. Yoshioka

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • HI
    • IL
    • MI
    • NC
    • NJ
    • NV
    • OH
    • OK
    • TX
    • UT
    • WA

    After growing up with a parent in the business (his mother, Katie), Darren began his financial services career in 2004. He is committed to finding the right solutions to meet his clients’ needs. Darren brings an energetic new perspective to the team and its clients. With expertise in portfolio management, he custom tailors solutions to meet his clients’ needs. Darren focuses on retail clients with retirement goals. He holds Series 7 and 66 securities licenses and is accredited to offer life and health insurance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

        • CERTIFIED FINANCIAL PLANNER™
        733 Bishop Street
        Suite 1600
        Honolulu, HI 96813
      • Katie Kiyoko Yoshioka Photo

        Katie Yoshioka

        Vice President–Wealth Management

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        • CA
        • FL
        • HI
        • IL
        • OH
        • OK
        • WA

        Katie was born and raised in Japan and speaks Japanese. She began her career in financial services in 1985. Previously, she was a flight attendant for Pan American World Airlines. She employs a holistic planning approach when working with families and businesses. Katie wants to know what makes her clients tick and how she can help them. Katie holds Series 7, 63 and 65 securities licenses, and is accredited to offer life and health insurance, and is a Managed Accounts Consultant. She received a B.A. in English from the University of California, Los Angeles.

              733 Bishop Street
              Suite 1600
              Honolulu, HI 96813
            • Elizabeth Neill Photo

              Elizabeth Neill

              Wealth Strategy Associate

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              • CA
              • HI
              • IL
              • NV
              • OH
              • OK
              • TX
              • WA

              Elizabeth began her career in the financial services industry in 1999. Previously, she owned restaurants, where she used to work long hours. She understands that to accomplish great things, it is necessary to work hard and keep sight of one’s goals. She is happiest when her clients are excited about what she has helped them achieve during the current trying market. Elizabeth is extremely empathetic toward her clients’ life experiences. This understanding helps her to connect into their financial goals and build strong relationships. She enjoys portfolio management and retirement planning.

                    733 Bishop Street
                    Suite 1600
                    Honolulu, HI 96813

                  The circular economy: What is it?

                  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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