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We are responsive and committed to both the needs of our corporate retirement plan clients and our individual private wealth management clients.

The Maresh Yoshida 401k Group mission is to leverage our diversified skill set, established service process model and focused experience to be responsive and dedicated to meet the needs of our corporate retirement plan clients and our individual private wealth management clients.

In a constantly changing market environment, staying informed and educated is essential to remain in compliance and to continue to succeed in creating plans designed to meet individual investment goals. We believe in transparency and providing our clients with all the facts, enabling them to make informed decisions. Our focus on full disclosure and the highest standards of fiduciary care allow our interests to be aligned with those of our clients.

As a result of our team’s commitment to our clients and continued education, we have received the following industry recognitions and attained multiple industry designations.

Our Professional Recognition

  • Henry Yoshida appointed Founding Lecturer at The Retirement Advisor University at UCLA Anderson School of Management Executive Education
  • Henry Yoshida selected “Top 60 Most Influential Advisors in Defined Contribution” – The 401k Wire 2011
  • Henry Yoshida selected  “Top 10 Most Influential Advisors in Defined Contribution” – The 401k Wire 2010
  • Henry Yoshida awarded “300 Most Influential Advisors in Defined Contribution” – The 401k Wire 2009, 2010 & 2011
  • Michael Maresh awarded “300 Most Influential Advisors in Defined Contribution” – The 401k Wire 2009
  • The Maresh Yoshida Group recognized as “One of the most successful retirement plan advisers” – *PLANSPONSOR Magazine 2006, 2007, 2008, & 2009

Our Team Designations

  • Certified Financial Planner (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Chartered Retirement Plan Specialist (CRPS®)
  • Accredited Investment Fiduciary Analyst (AIFA®)
  • PLANSPONSOR Retirement Professional (PRP®)

*PLANSPONSOR Magazine receives nominations annually from plan sponsors, industry peers and other related professionals.