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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Devin King

Financial Advisor / Owner

(925) 872-7706

Devin King is an Independent Registered Investment Advisor. He started in the industry in 2009 and has worked for one of the largest insurance company in the world and the leading broker-deal for independent financial advisors. Mr. King now works closely with enrolled agents and CPA firms helping their clients in all aspects of the financial planning process. He is actively referred by other financial advisors and CPAs for his specialized expertise in complex retirement plan design for business.  Outside of the office Mr. King enjoys spending time with his family, exercising, training and coaching Brazilian Jujitsu. He is a history buff and an avid fan of movies.

Yumi Amano


Yumi was born and raised in Sao Paulo Brazil.  She spent 5 years working in Japan before returning to Brazil.  Yumi speaks Portuguese, English, Japanese and some Spanish.  She enjoys vacationing and providing great experiences for her kids.