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Brent Yanagida, Cfp, Ea profile image

Brent Yanagida, Cfp, Ea

Financial Planner and Manager at Peak Asset Management, LLC, Colorado
Intro Book
Certified Financial Planner (CFP) with expertise in financial planning, investments, and wealth management.
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Location
Louisville, Colorado, United States, US
Skills
  • Financial Planning
  • Finance
  • Financial Services
  • Series 7
  • Life Insurance
  • Show all
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Bio

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Brent Yanagida is a seasoned financial professional with extensive experience in financial planning, investments, and wealth management. He holds a Bachelor's Degree in Business Administration and is a Certified Financial Planner (CFP) and Enrolled Agent (EA). With over 20 years of experience in various roles, including financial advisor, financial planner, and management positions, Brent has developed a strong expertise in creating comprehensive financial plans for clients. He is also a member of Peak Asset Management's Investment Committee, where he contributes to the selection of individual securities for the Peak Model portfolio. Brent has worked with several organizations, including Peak Asset Management, LLC, Ace Investing Services, Inc., Peak Wealth Planning, LLC, BCY Financial Services, United Airlines, and Investacorp, Inc. He has also completed graduate-level financial planning courses to become a CFP-certified professional. Brent is dedicated to helping clients achieve their financial goals through his expertise in financial planning, portfolio management, and wealth management.

Credentials

  • Enrolled Agent
    Internal Revenue Service
    Apr, 2012
    - Jun, 2026
  • Certifiied FInancial Planner
    CFP Board
    Feb, 2011
    - Jun, 2026

Experience

  • Peak Asset Management, LLC, Colorado
    • Louisville, CO
    • Financial Planner and Manager
      • Oct 2015 - Present
      • Louisville, CO

      Financial Planner and Manager at Peak Asset Management offering financial planning, professional portfolio management, retirement planning, tax-efficient portfolio construction, and a full range of wealth management services. I am dedicated to creating and actively facilitating financial plans fo...

  • Ace Investing Services, Inc.
    • Boulder, CO
    • Financial Advisor
      • Mar 2012 - Sep 2015
      • Boulder, CO
  • Peak Wealth Planning, LLC
    • Denver, CO
    • President and Financial Advisor
      • 2011 - 2011
      • Denver, CO
  • BCY FInancial Services
    • Denver, CO
    • President and Financial Advisor
      • 2008 - 2010
      • Denver, CO
  • United Airlines
    • Denver, CO
    • Various Manager and Account Manager positions
      • 1995 - 2007
      • Denver, CO
  • Investacorp, Inc.
    • Lincoln, NE
    • Registered Representative
      • 1993 - 1994
      • Lincoln, NE

      Financial Advisor contracted with Baer Financial Services. Series 7 licensedLife and Health Insurance licensed

  • IBM
    • Lincoln, NE
    • Marketing Representative and Systems Engineer
      • 1981 - 1993
      • Lincoln, NE

Education

  • 2011 - 2011
    National Tax Training School
  • 2008 - 2010
    College of Financial Planning
  • 1976 - 1980
    Universtiy of Nebraska-Lincoln

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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