Sheri Ann T. Chang Yamaguchi

Sheri Ann T. Chang Yamaguchi

Wealth Manager, First Republic Investment Management
Honolulu

Sheri Ann T. Chang Yamaguchi

Wealth Manager, First Republic Investment Management
Honolulu
  • Wealth Management Experience Since 1985
    Sheri Ann T. Chang Yamaguchi is a Managing Director and Wealth Manager at First Republic Investment Management.   Ms. Chang Yamaguchi has significant experience in wealth management, assisting families with generational and legacy planning. Proudly working with clients, she provides clients with customized investment strategies, with planning overlays in tax efficiency, and estate coordination. Prior to joining First Republic, she managed the operations and investment planning for individuals for Bay Isle Financial, opening their Hawaii office in 2002. Ms. Chang Yamaguchi’s experience in investment counseling began with Greig Associates in 1985.
  • Community Involvement
    Ms. Chang Yamaguchi is currently an active member and former board member of Soroptimist Honolulu. She has been an integral participant on the Gift Committee for the majority of her Punahou Class of 1982 reunions.
  • Professional Designation
    Ms. Chang Yamaguchi is a CERTIFIED FINANCIAL PLANNER™ professional.
  • Education
    Ms. Chang Yamaguchi graduated with a Bachelor of Business Administration in Accounting from the University of Hawaii, Manoa.
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