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Koichi Yube, CFP®, CRTP

Koichi Yube, is the fonder and principal of Yube Financial Group, LLC. As a CERTIFIED FINANCIAL PLANNER PROFESSIONAL, Koichi has met the highest standards in education, experience, examination and ethics in the industry. He can address the broad range of financial topics that should be in your financial plan. Additionally, Koichi is registered with California Tax Education Council as a Tax preparer (CRTP). Not only he can support his clients for their financial planning needs, but also can provide tax consultation services, such as tax planning and tax return preparation.  He started working for AIG VALIC as the investment Advisory Representative 2002.  He hold the series 7, Series 66 and Insurance license and sold various securities and insurance products to individual. He also installed 401k and 403b plan to various corporation, educational institution and hospital.  Because of the conflict of interest between his clients and firm, In 2005, He decided to leave AIG to follow his believes in financial planning industry and openned his own firm and became independent Fee ONLY Financial Planner.  Yube Wealth Management selebrated it's 10th Anniversary last year.


Email: ky@yubewm.com