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LLOYD YAMADA, CFP®, CEO From Engineer To Financial Planning Engineer Carter Wilcoxson and Tim James 1:09:25

Episode 71 – Lloyd Yamada started his professional life on a completely different path from financial planning. In his mid-40s, however, his father became ill, and Lloyd retired from electrical engineering to help his mother care for him. That time proved a crucial one. Lloyd gained empathy for similar people in transition, and his desire to help them became the springboard for his new career as a financial planner. Today, because of his experience, he understands the need of transitioning clients for strategies that support them as they move into the next phase of their journey. And in his work, he emphasizes steps that can build confidence and support clarity, such as career counseling or new income strategies.

After studying electrical engineering at the University of Hawaii, Lloyd led the navigation products group at Stanford Telecom for nearly a decade. When he transitioned to financial planning, he made it his goal to gain broad experience by working for as many types of financial planning companies as he could. He aspired to own a practice and decided to apply the best practices of the companies he worked for while discarding the worst. What surprised him most was how much he enjoyed working with people. It was a different experience from engineering, where his focus was hardware and software. Now he was building relationships with people, and he was thrilled by how much they appreciated his guidance.

Today, as CEO, Lloyd spends more time running the business than working with clients as much as he used to. Nonetheless, he is grateful for the opportunity to create a lasting firm that helps clients achieve their aspirations. In his role, he oversees the firm’s strategy and revenue base. He works with his partners to integrate financial planning and investment strategies so clients can continue to build on their wealth’s potential.

Lloyd and his wife Suzanne are longtime residents of Cupertino. When Lloyd is not in the office, he’s usually pursuing his passion for capturing the beauty of landscapes in photography. Those landscapes have included the countryside of Croatia, his favorite travel destination, and will soon extend to Antarctica, his future favorite travel spot. Learn more about Lloyd Yamada here: https://www.aspire-planning.com/lloyd-yamada

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.