Lasting relationships. For all that matters

Yoshioka Wealth Management Photo

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.

Chess board

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

    • image
    • image
    • image
    • 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
      • Katie Kiyoko Yoshioka Photo

        Katie Yoshioka

        Vice President–Wealth Management

        • image
        • image
        • 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

              • image
              • image
              • image
              • 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

                  Why does A.I. in space matter?

                  ElectionWatch: The race, world, and investments

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights