Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindy? Claim Your ProfileLindy Misao Yoshida is a financial advisor associated with BSW Wealth Partners in Boulder, Colorado. Lindy holds the Certified Financial Planner designation. Lindy has been in the financial industry since June 2021. Lindy works with individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. BSW Wealth Partners offers financial planning, portfolio management for individuals and businesses, selection of other advisers, and tax & estate planning coordination. Lindy has been with BSW Wealth Partners since June 2021. Before that, Lindy worked for Uncharted, a Denver, Colorado firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
1. tax & estate planning coordination 2. diversification planning 3. employee stock options
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Travel reimbursement
1
2
CO
11/25/2024 - Present
BSW Wealth Partners (BOULDER CO)
Active
Inactive
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