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.
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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