Hiro Mikami

About Hiro Mikami

I help individuals, families, and business owners build and implement tax-efficient financial strategies to achieve their financial goals. I have taken my client base to next level by working with multi-cultured, diversified group of people. The areas I have focused my practice on are retirement planning, succession planning, insurance planning, wealth management, and college funding. I see the most value in providing financial guidance with tailored comprehensive planning strategies that are based on my client’s risk tolerance and objectives. I heavily focus on education process in our meetings to make sure that my clients fully understand what they have, why they have it, and how it works. Knowledge is power and it is so important for us to take control of our own financial future, and that is exactly what I intend to help our clients do. By obtaining a clear understanding of my client’s goals, I am able to create a well-defined plan to accomplish them. I supply ongoing advice and education to equip my clients with the knowledge they need in order to make educated decisions with their money. With these steps, I am able to give my clients the tools they need to meet their short to long term goals. Still, I know that life happens and things change, so I ask my clients to meet with me regularly in order to make any necessary adjustments and to reassess where they are in their financial plan.

Experience

1. Financial Consultant

   Equitable Advisors

   Jan 2020 — Present · Seattle, WA, US

   CA Insurance Lic.#0L12580

Education

• University of Washington

  Bachelor's degree

Skills

• Estate Planning Strategies
• Pension Diistribution Planning
• Retirement Planning
• Client Education
• Risk Management
• Insurance Planning
• Tax-Efficient Investing Strategies
• Long-Term Care Planning Strategies
• Wealth Management
• Investment Services
• 401(K) Distribution Planning
• Financial Strategy
• Education Planning Strategies
• Wealth Preservation Strategies