Ameriprise Financial

Mortgage Broker serving San Francisco, CA

About Ameriprise Financial

DRS Financial Partners is a fee-only and fiduciary Registered Investment Advisor (RIA) firm founded by Stanley K. Himeno-Okamoto. Specializing in comprehensive financial planning for equity-compensated tech professionals, the firm is dedicated to empowering clients to make informed decisions and achieve their financial goals. With a focus on tax efficiency and risk consciousness, DRS Financial Partners helps navigate the complexities of equity compensation, investments, and overall wealth management.

The firm distinguishes itself by offering a non-judgmental, educational approach, ensuring clients gain the knowledge and tools to become financially independent. Stanley Himeno-Okamoto, a CFA, CFP®, and EA, brings extensive experience in guiding tech executives and early employees through various career and life stages, from initial employment to retirement. His commitment to objective recommendations means investment portfolio management is not a mandatory condition of working with the firm.

DRS Financial Partners provides a range of services including initial comprehensive financial plans, ongoing financial planning, investment management based on assets under management, and flexible project-based or hourly consultations. Their commitment is to build a strategic financial foundation, implement best practices, and offer continuous guidance, allowing clients to confidently overcome financial challenges and make future decisions.

Company Information

Lender Type: Direct Lender

Certifications & Credentials

CFACFPEARegistered Investment Advisor

Digital Capabilities

Online Account Management

Contact Information

455 Market St
San Francisco, CA 94105
US

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Business Information

Category: Mortgage Broker
Location: San Francisco, CA
Status: Standard
Type: Direct Lender
Profile Views: 4

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