Yoshioka Wealth Management
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Experience

Makes all the difference

Darren Yoshioka

Senior Vice President–Wealth Management

Financial Advisor

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.
 

Registered States:
  • CA
  • HI
  • IL
  • MI
  • NC
  • NJ
  • NV
  • OH
  • OK
  • OR
  • TX
  • WA

Darren Yoshioka

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Darren Yoshioka

733 Bishop Street
Suite 1600
Honolulu, HI 96813

Email Me

Darren Yoshioka

Senior Vice President–Wealth Management

Financial Advisor

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.
 

Registered States:
  • CA
  • HI
  • IL
  • MI
  • NC
  • NJ
  • NV
  • OH
  • OK
  • OR
  • TX
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
733 Bishop Street
Suite 1600
Honolulu, HI 96813

Email Me

darren.yoshioka@ubs.com
Darren Yoshioka
733 Bishop Street,Honolulu,HI,96813

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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