Rylen Yamamoto is a Retirement Consultant, he manages employer sponsored retirement plans as well as customized financial plans for individuals. For his business clients, he assists owners and human resource departments in designing and delivering management and employee education programs; benchmarking investment performance; and ensuring compliance with ERISA laws. His work with individuals includes identifying, creating and monitoring financial plans; as well as recommending strategies to achieve their financial goals.

Rylen has been in the financial services industry for over eleven years, with RetirementDNA, Retirement Benefits Group, the John Hancock Pacific Financial Partners; and was also an insurance agent with New York Life.

Interests

Rylen is active with the Americans of Japanese Ancestry (AJA) baseball league as a coach and player. He is also a member of the Lions Club International, Hawaii Kai Chapter and the US-Japan Council.

Education

• FINRA Series 6, 63, 65, and 7 registrations, held through Triad Advisors.
• A graduate of Kaiser High School in Honolulu, he also studied at Grossmont College.

Specialty

• Retirement Plans
• 403(b) Plans for Charter Schools and Non-profits & 457 Plans
• Individual Wealth Management Life
• Disability and Long Term Care Insurance
• Income Planning
• College Planning

FINRA BrokerCheck

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View Rylen Yamamoto’s BrokerCheck report here.