Adrianne Yamaki — SPARQNOW

At-a-Glance

Founder and Managing Director of Strategic Wealth Capital, a private advisory practice founded in 2019.
Provides strategic and comprehensive financial guidance to C-level executives, entrepreneurs, and their families.
Spent 16 years on Wall Street, working at Merrill Lynch and Morgan Stanley.
Holds the CFP® designation.
Earned an MBA from the University of Chicago.

Biography

Adrianne Yamaki is the Founder and Managing Director of Strategic Wealth Capital, a private advisory practice based in San Francisco that she founded in 2019. The firm serves clients across the country, providing strategic and comprehensive financial guidance to C-level executives, entrepreneurs, and their families.

Her expertise includes executive restricted stock management, tax and risk mitigation, and pre-retirement planning.