Landon Yoshida, CRPC®, AIF®
Chief Business Development Officer & Partner
With Apriem Since 2011
During Landon’s nearly seven years at another financial advisory firm, he developed a specialized focus on assisting retirees from local oil refineries. What began with a single client has evolved into the comprehensive pension and retiree service model we recognize today, which has since expanded to encompass other sectors, including aerospace.
Landon’s core philosophy centers on the principle of “Serve First and Sell Second,” a stark contrast to the sales-first approach commonly used at other financial advisory firms. Landon takes great pleasure in making house calls, meeting clients in their own environments, and building meaningful relationships with them and their families. This commitment has allowed him to become an integral part of their lives, supporting them through significant milestones such as retirement, the arrival of grandchildren, and even during times of loss, as exemplified by his experience giving a eulogy at a client’s memorial service.
When not working, you can find Landon spending time with his wife and two daughters, tinkering in the yard, volunteering in the community, or hitting the local pickleball courts.
Schedule a Complimentary Conversation With Landon
Whether you are approaching retirement, evaluating your retirement benefits, or navigating a major life transition, Landon would welcome the opportunity to learn more about your goals.
Learn More About Landon
Learn more about Landon's background, retirement planning experience, community involvement, and industry insights on LinkedIn.
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