Rod Y. Nakamoto, CFP®, CIMA®
As a senior member and co-founder of theUgroup, Rod is responsible for leading the team's portfolio performance reporting and risk analysis. Rod focuses on the development of estate and trust planning strategies for our clients. Prior to joining the firm in 2011, Rod was a Vice President at Deutsche Bank Alex.Brown (2006-2011) and a Vice President at Smith Barney (1992-2006.)
Rod earned his B.S. in Business Administration and M.B.A. from University of Southern California. In his spare time, he enjoys backpacking and scouting. Rod is on the Board of Governors for the USC Alumni Association, President of the USC Asian Pacific Alumni Association and Past Scoutmaster of Boy Scout Troop 578. Rod and his wife, Elsie, live in Cypress, CA, with their three children.
Phone: (310) 201-2704
Registered States: AL, AR, CT, GA, IL, KS, ME, MI, MO, NV, NM, ND, OR, SC, TX, VA, WI, AK, CA, DE, HI, IN, KY, MD, MN, MT, NH, NY, OH, PA, SD, UT, WA, WY, AZ, CO, FL, ID, IA, LA, MA, MS, NE, NJ, NC, OK, RI, TN, VT, WV