Investment Services
Step into the future you really want
Let's get you closer to your life goals.
Dreaming of becoming a digital nomad, putting the kids through college, or maybe leaving a legacy that helps make the world a better place? A solid investment strategy, created just for you, can help make it happen.
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College Planning
Yes, college is pricey, but it’s so worth it! We can help you decide which tax-advantaged accounts and other investments work best for you to help offset costs not covered by financial aid and scholarships.
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Retirement Planning
Just getting started? We’ll help you figure out how much you need to put aside, in which accounts, to supplement future pension or Social Security income. Already coasting into retirement? We’ll help you plan for income when you need it most.
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Portfolio Management
Got an IRA, 401(k) or term certificates? Great news—you’ve got a portfolio! Managing it doesn’t have to be scary. We’ll work with you to make sure your investments are balanced to reflect your risk tolerance and time horizon for your goals.
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Estate Planning
You don’t have to be rich to need an estate plan. We’ll help you work through key decisions and make plans for who will care for your children and where your money and other property will go when you pass away.
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Insurance
If you’ve got a family, you probably need insurance. We’ll help you decide what kind, and how much you need to ensure your loved ones are protected.
Mark Yamamoto
CA Insurance License # 0G17753
(530) 750-6747
Kyle Johnson
CA Insurance License # 0L67486
(858) 744-8249
We're with you every step of the way.
Our partnership with United Planners Financial Services gives BluPeak members access to thousands of stocks, bonds and mutual funds, competitive annuity and insurance products, and industry-leading technology for 24/7 online account access. But the best part is our team of experienced financial advisors, who will get to know you and the dreams behind your portfolio. With your goals in mind, together we’ll create a personalized investment plan, and then stay in touch to help keep you on track for success.
You’re one step closer to your dreams.
Speak to one of our Financial Advisors.
Disclosures
Must meet membership and account criteria. This content is provided for informational purposes only and is not intended to be financial advice.
Investment advisory services offered through PFG Advisors, LLC, an SEC-registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. BluPeak Investment Services, BluPeak Credit Union, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.
Securities, insurance, and advisory services are:
Not FDIC/NCUA Insured
No Financial Institution Guarantee
May Lose Value
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.
Mark Yamamoto is registered to conduct securities business in CA, MA, NY, and IL.
FINRA Registered Branch Office:
2350 Shattuck Ave
Berkeley, CA 94704
Kyle Johnson is registered to conduct securities business in CA, AZ, AR, TX, FL, ID, IL, and WI.
FINRA Registered Branch Office:
9375 Russell Lane, Suite 120
La Jolla, CA 92093
This communication is strictly intended for individuals residing in the states listed above. No offers may be made or accepted from outside the specific states referenced.
To learn more about United Planners Financial Services, please visit:
FINRA: https://www.finra.org
SIPC: https://www.sipc.org
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck: https://brokercheck.finra.org/