ASPIRE PLANNING ASSOCIATES, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 282179). Regulatory assets under management: $126.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Lloyd Shigeto Yamada | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Evor Charles Vattuone | MANAGING PARTNER | — |
| MA MIRA MARY | MANAGING PARTNER - CHIEF COMPLIANCE OFFICER; VICE-PRESIDENT - CHIEF COMPLIANCE OFFICER | — |
| YAMADA LLOYD SHIGETO | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER; MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| VATTUONE EVOR CHARLES | MANAGING PARTNER; PRESIDENT | — |
| ROLAND JOHNNY TETSURO | VICE-PRESIDENT | — |