Here's what clients are saying about us:


“Shiho is simply the best advisor I have had the privilege to work with. Shiho is very intuitive and has a great focus on her clients portfolio”

- A. Sommer, November 2023


“My advisor stays on top of the very changing market and ensures the investment is focused on my long-term goals.” 

- E. Hart, October 2023


“Our advisor is top notch. Shiho communicates with us on a regular basis and responds to our questions very quickly and professionally.”

- D. Wallace, October 2022


"I have had the distinct pleasure of working with Shiho over the past 5 years. She is proactive in her suggestions and advice, very well informed, excellent at listening to your goals and needs, all the while being easy and fun to work with. I wouldn't be in the comfortable position I find myself in without her. I would highly recommend Shiho to anyone looking for investment advice."

- K. Bradshaw, January 2022


"I am a 62-year-old woman, single and an entrepreneur working with Shiho Okuyama. A successful financial portfolio is extremely important to my goals and retirement plans. Shiho provides superior customer service. Shiho is extremely knowledgeable and hard working. She takes the time to break down and articulate options to help me make sound financial decisions. Shiho provides clients with information that investors need to know and understand about current events affecting markets. I am grateful to be working with an Investment Advisor that prioritizes my needs and goals. I feel confident about my financial portfolio and future retirement goals. I recommend Shiho to any person that is looking for a 'Results' oriented Investment Advisor."

- S. McNeil, January 2022


"Thank you for the incredible work you have done for me over the years. Your devotion, eagerness and genuine concern in achieving the best for me is what makes you a truly professional Financial Advisor. Your passion and knowledge is remarkable, it's such a pleasure to work with you. I will continue to rave about your services, Shiho."  

- T. Deluca, June 2020


"We have been dealing with Shiho for several years and we truly trust her recommendations. We are confident that her decisions will help us reach our financial goals. Even in this recent downturn of the market, we have not experienced any significant loss. Thanks Shiho." 

- Y. & C. Inniss


Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.


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