Sheri Ann T. Chang Yamaguchi

Sheri Ann T. Chang Yamaguchi

Wealth Manager, First Republic Investment Management
Honolulu

Sheri Ann T. Chang Yamaguchi is a Managing Director and Wealth Manager at First Republic Investment Management.
 
Ms. Chang Yamaguchi has over 25 years in wealth management, assisting families with generational and legacy planning. Proudly working with third and fourth generation clients, she provides clients with customized investment strategies with planning overlays in tax efficiency, and estate coordination. Prior to joining First Republic, she managed the operations and investment planning for individuals for Bay Isle Financial, opening their Hawaii office in 2002. Ms. Chang Yamaguchi’s experience in investment counseling began with Greig Associates in 1985.
 
Ms. Chang Yamaguchi is currently a Board Member of Soroptimist Honolulu and has been integral participant on the Gift committee for the majority of her Punahou Class of 1982 reunions. 

Ms. Chang Yamaguchi is a CERTIFIED FINANCIAL PLANNERTM professional and graduated with a Bachelor of Business Administration degree from the University of Hawaii, Manoa in Accounting. 

 

Wealth Management Experience: Since 1985


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