Gregory Yamasaki
Wealth Management Advisor|RICP®, CLTC®
Personal
I was born and raised in Hawaii and have been part of the Las Vegas community for over 20 years now. After graduating from UNLV, I joined Northwestern Mutual in 2005. Since then, I have helped hundreds of people and their businesses achieve their goals through providing optimal strategies to save money, reduce taxes, and shelter assets from creditors.
In my spare time, I enjoy spending time with my wife Jackie and our daughter Katie, cooking, gardening, traveling, and experiencing the outdoors by hiking, fishing, and camping.
Professional
Over 20 years ago, I was inspired by my Dad's former financial advisor. In the summer of 2001, she helped him navigate the dot com crash and later 9/11. During a meeting with her and my Dad, she was nice enough to answer all of my questions about what she did and how she did it. Following this meeting, I was inspired to change my major to finance and decided I wanted to be an advisor to help people in the same way.
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
UNLV Foundation Maude Frazier Society
It is an honorary society of donors who made planned gifts through the UNLV Foundation to benefit the University of Nevada, Las Vegas and its programs.
Here are my areas of expertise
I specialize in Retirement Income Strategies, Business Retirement Plan Design, and Risk Management Strategies. I help my business owner clients reduce personal liability through qualified plan fiduciary education while providing strategies to maximize tax savings through the use of properly designed 401(k), Profit Sharing, & Cash Balance Plans.
Our strategies are built around creating a plan with as much tax efficiency and creditor protection as possible through the use of various types of accounts, trusts, and insurance vehicles.
Wealth Management
Qualified Plan Design Assistance
Qualified Plan Fiduciary Education
Qualified Plan Benchmarking
Business Employee & Executive Benefits Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
