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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • HI
    • IL
    • MI
    • NC
    • NJ
    • NV
    • OH
    • OK
    • OR
    • TX
    • 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
        darren.yoshioka@ubs.com
        Darren Y. Yoshioka
        733 Bishop Street,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
              darren.yoshioka@ubs.com
              Katie Yoshioka
              733 Bishop Street,Honolulu,HI,96813

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            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

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            $5.8+ trn

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