Stanley Himeno-Okamoto (CRD# 6322601) is an Investment Advisor Representative working at Drs Financial Partners LLC in San Jose, CA and has over 9 years of experience in the finance industry. Stanley Himeno-Okamoto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iron Path Wealth Management, Inc. | Brookfield, CT | Dec 2021 - Current | 2 |
| Retire Sound, Inc. Dba Addition | San Francisco, CA | Jul 2021 - Current | 2 |
| Drs Financial Partners LLC | San Francisco, CA | Oct 2020 - Current | 3 |
| Clearpath Capital Partners LLC | San Francisco, CA | Jun 2014 - Oct 2020 | 6 |
| Santa Clara University | Santa Clara, CA | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- CA
- HI
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$492,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, HI, TX
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