Personalized Planning for Every Step of Your Unique Journey

Uehara Financial & Longevity Planning works with

  • Individuals

  • Families

  • Women

  • Business Owners

  • Endowments

For the last 22 years, across multiple generations, we have worked with clients to plan for and progress towards their most important financial, life, and organizational goals.

Why Choose Us

We have worked with clients to clarify what matters most and to seize the day since 2000. Say goodbye to uninvolved financial advisors, unresponsive service, and confusing investment advice. We are obsessed with delivering prompt, personalized, and solution-oriented service.