Create, Track And Achieve Financial Goals

Rene will assist you and your family, find out what your needs are and show you how to create that peace of mind that you need for your future and save you money too! She runs her business with a caring, positive attitude. You will not be disappointed.

Rene is passionate about setting up individuals and families for financial freedom. She is an intellectual in her field and is loyal to finding you all the ways you can be financially free. I've recommended her to family and friends and would recommend her to anyone looking for a financial advisor they can trust.

Rene is excellent at what she does. Very professional and a great communicator! I trust her and appreciate the vast knowledge she displays. Thank you for all your help.

Rene is very professional and down to earth. Easy to talk to and takes her time explaining things to you. I feel very comfortable working with her

I have been a customer of Rene’s for several years, her customer service is 1st class!

I have known Rene for many years and she has always been extremely informative, in her field. She is friendly, knowledgeable, and easy to talk with. Our relationship started at a networking group we both used to be in. And although we met through the business world we have become good friends. Rene is a brilliant educator in finances. I’ve asked the same questions, I’m sure, many times and she is very patient with me for asking the same ones. If you work with Rene you will find that she is not only knowledgeable but puts YOU above all else. I have never been pressured to do anything concerning my financial affairs, and am so grateful for the financial awareness she has brought my way. I won’t use any other company, nor any other representative for my financial affairs. She is the “batter in my corner”!

You have to know and trust your financial planner before moving forward with your financial plans. I highly recommend meeting, talking to, & getting to know Rene Yoshino. She is knowledgeable, caring and she actually listens to what your goals are! There is not a cookie cutter solution for all of us! Rene, knows her stuff & will work together with you to assess & reach your personal financial goals! Call Rene;-)