About Wes Yamada
Wes Yamada joined Fountainhead Advisors in 2018 as a Senior Financial Strategist. Based in the San Francisco Bay Area, Wes entered the banking industry immediately after graduating from UC Irvine in 2007. His experience through all levels of the bank culminated with his role as a Financial Advisor. It was in this role that Wes found his niche by combining his love of analytical planning with a strong sense of client advocacy. While he enjoyed success in his career, he was driven to create a closer ongoing relationship with his clients, outside the traditional framework that a large firm allows. In 2013, Wes joined Eric Furstner to jointly provide the expertise and planning principles at the core of his approach. Today, Wes and Eric represent Fountainhead’s investment philosophy out of the San Francisco office. Throughout his career, Wes has carried with him the lessons he learned during childhood. His father owned his own business and always stressed the importance of planning with the end in mind. Wes took this mindset and decided to focus his practice on what he believes are the two most important transition periods of a financial life – young professionals building a solid foundation for their family and pre-retirees developing a plan to maximize income while ensuring longevity of their assets. He also has depth of expertise counseling clients who work in the tech industry, helping them navigate and protect the benefits that come with a career in tech, including stock options, restricted stock units (RSUs) and acquisitions.