A southern California native, Kevin T. Yamamoto, AWMA® graduated from Cal Poly Pomona with a B.S. in International Business and Marketing in 2008 and started his financial advising career in the Pasadena Office of Waddell & Reed in 2011.
Kevin decided to join Waddell & Reed because of the firm's commitment to serve and engage clients in a comprehensive, financial planning relationship in addition to recognizing the leadership's dedication to his personal and professional development.
Starting his career as a financial advisor, Kevin accepted a leadership role where he manages a select number of personal clients and helps financial advisors leverage their strengths and experiences to build successful practices. Obtaining his Series 24 Registered Principal License in 2013, Kevin served as the District Branch Manager for the West Los Angeles Division prior to relocating to the Bay Area in 2014; now covering the Bay Area market as the Branch Manager and Director Advisor Acquisition.
Since 2011, Kevin has qualified for Waddell & Reed's Circle of Champions twice.*
Kevin continues to accept new clients and is an Accredited Wealth Management AdvisorSM (AWMA®) designation holder; providing financial advice to high net worth individuals focused on asset management, insurance, income tax, retirement and estates.
*Awards are presented annually by Waddell & Reed and are based on sales activities.
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