Jeffrey B. Yamada, CFP^®

Financial Planner

MCS Family Wealth Advisors

79 Centennial Loop
Eugene, OR 97401-7906

+ 1 More Location

MCS Family Wealth Advisors

750 Charbonneau, Ste 201
Bend, OR 97703-7047

FINANCIAL ADVISOR'S WEBSITE

www.mcsfa.com

(800) 525-8808

+1 More Number

(541) 345-7023

CONNECT WITH Jeffrey

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Asset Management: 0.95% on first $2 million, 0.85% on next $3 million, 0.70% on next $5 million, and balances over $10 million are negotiable.
Hourly Advice: $225/hour for a CFP(R) Professional, or $300/hour CFA.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

General

Jeffrey Yamada is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MCS Family Wealth Advisors in Eugene, OR and the surrounding communities.

Financial Advisor Overview

We see an industry where investment management is commoditized, portfolios are constructed simplistically, and assumptions about future returns and correlations are based on historical relationships without consideration of context. Many firms tout their use of the Nobel prize winning Modern Portfolio Theory which, disconcertingly, has morphed into a Wall Street sales pitch that downplays its limitations.

We are skeptical of formulas that emphasize past data, use short time horizons, or assume that the US financial market experience to date is the only relevant data set. We believe financial planning should de-emphasize future projected returns and focus on the critical leverage points within our clients’ control, and these points differ from client to client.

MCS Family Wealth Advisors focuses on these core concepts:
• Find the levers of wealth creation for each client
• Structure investment strategy and financial advice to support client wealth creation
• Understand that risks to family prosperity are not just financial
• Recognize that less worry about money means greater opportunity for a life well spent

Financial Advisor Experience

Jeff began his career at the global headquarters of Union Bank of Switzerland (UBS) in Zurich and spent the next five years in the firm's North American headquarters in New York City. While in Los Angeles, Jeff was chief compliance officer and director of operations for Bradford & Marzec, Inc., a fee-only, institutional fixed-income investment advisor. He was also director of operations with Post Advisory Group, LLC, a high-yield bond and distressed-debt investment advisor and hedge fund manager.

Jeff earned the Certified Financial Planner™ designation in 2007 and became a member of the fee-only National Association of Personal Financial Advisors (NAPFA) in 2009. He received his MBA in international finance from St. John's University in New York in 1994 and his B.A. in international business and German from California State University, Fullerton, in 1989.

Jeff is actively involved in community service. He serves as director and treasurer of Carry It Forward, an innovative, trauma-informed non-profit serving Eugene/Springfield’s unhoused community. Past work includes seven years as a director (three as board chair) for Lutheran Volunteer Corps (LVC), volunteering at Horse Feathers Equine Rescue in Guthrie, OK, serving as an active member and president of the Financial Planning Association’s Central Oklahoma Chapter, and volunteering on committees for the City of Norman, OK and Norman Public Schools. Jeff is a Returned Peace Corps Volunteer who served three years in an Amerindian rainforest community in Suriname, South America.

Raised in Orange County, California, Jeff has lived and worked in three countries and four states. An avid traveler, he is fluent in German and Sranan Tongo, has studied French and Dutch, and he is now working on his Spanish. Jeff enjoys hiking, rock climbing, swimming, volunteering, and being an empty-nest dad.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - NAPFA Registered Adviser

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households