As a CERTIFIED FINANCIAL PLANNER® (CFP®) and co-founder of Aspire Planning Associates, Inc., Lloyd Yamada specializes in comprehensive financial planning for individuals and families. After a 25-year career in engineering, Lloyd began his financial practice in 2000, launching a solo firm in 2009 before forming Aspire in 2016. He applies technical precision to wealth management, providing the structural integrity and strategic foresight his clients need to reach their most ambitious financial goals.
Whether a client is navigating a career change or a major lifestyle evolution, Lloyd finds inspiration in building the bridge between their current reality and their future aspirations. He believes that every bold move deserves a masterfully crafted plan to ensure its success.
After 40 years in the San Francisco Bay Area, Lloyd and his spouse executed their own plan to relocate to Park City, Utah. An avid outdoorsman, he spends his time hiking, biking, and skiing, alongside year-round pickleball with new friends. This life-changing move was the direct result of the same intentional planning Lloyd provides for his clients, helping them find the freedom to start their own next great adventure.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
