Lloyd Shigeto Yamada

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Aspire Planning Associates, Inc.
  Cupertino, CA
• 01/2026 → Present
  Farther
  Park City, UT

Previous Registrations

• 2016-02-09 → 2026-03-23
  Aspire Planning Associates, Inc.
  Walnut Creek, CA
• 2008-11-17 → 2016-05-14
  Lsy Financial Group
  Cupertino, CA
  Cupertino, CA
• 2003-02-19 → 2008-10-24
  King Wealth Planning, Inc.
  Campbell, CA
• 2003-11-28 → 2008-08-14
  Lpl Financial Llc
  Campbell, CA
  Campbell, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-11-25

Designations

• Certified Financial Planner