Asako Okuma
Wealth Advisor
- Role
- Wealth Advisor at LPL Financial
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Asako Okuma
I am a financial advisor who understands that navigating the world of finance can be overwhelming due to its complex jargon and numbers. However, I find great satisfaction in serving as a \"bridge\" or \"interpreter\" between this complex world and our everyday lives. As an immigrant, divorcee, and former psychology professional, I know how important it is to feel at ease with one\'s financial situation. I am here to help you achieve that peace of mind. Our services include, but are not limited to, saving plans, investment plans, tax-efficient retirement planning, college/education saving planning, tax-advanced planning, and life insurance.
Experience
Wealth Advisor
Jan 2025 — Present
Asako Okuma is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above.Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
California State University, Los Angeles
Masters of Science in Psychology, Marriage and Family Therapy/Counseling
2003 — 2007
Nihon University, Tokyo Japan
BA in Law, Law and Mass Media
1993 — 1997
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