W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Narumi Yoshida
Advisor

Narumi Yoshida

Yoshida Wealth Management, Inc. · White Plains, New York

Fee-only verified CFPCPA/PFSEA
Structured for AI ingestion

Is this you, Narumi?

This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.

Claim this profile → Not quite ready? Learn more →

Facts on file

NameNarumi Yoshida
FirmYoshida Wealth Management, Inc.
Location White Plains, New York
CredentialsCFP · CPA/PFS · EA

Something missing or incorrect? Claim this profile to edit it directly, or request a correction.