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 significant experience in wealth management, assisting families with generational and legacy planning. Proudly working with 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 an active member and former board member of Soroptimist Honolulu. She has been an integral participant on the Gift Committee for the majority of her Punahou Class of 1982 reunions.

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

 

Wealth Management Experience: Since 1985







Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here

Check the background of this investment professional on FINRA’s BrokerCheck.