Sarah
Yoshida

Curbstone Financial Management Corp

CRD#4533533
Investment Advisor
in Manchester, NH

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About this Advisor

Sarah Yoshida is a chartered financial analyst working out of Manchester, New Hampshire who has 12 years of industry experience. Yoshida currently works for Curbstone Financial Management Corp. They have been an employee of Curbstone Financial Management Corp for their total career. Yoshida is registered to serve investors in Massachusetts and New Hampshire. Curbstone Financial Management Corp is a financial advisory firm based in Manchester, NH. It administers $382 million in total assets among its 585 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 585 client accounts, 47% belong to high-net-worth investors who have at least $1 million in assets available to invest. Curbstone Financial Management Corp provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically vary depending on which services are provided. However, fees billed by Curbstone Financial Management Corp typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

741 Chestnut Street
Manchester, NH 03104-3002

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Curbstone Financial Management Corp Brokerage Details

Total Assets Under Management

$382,449,484

NH Average: $509,638,208
Total Number of Employees

9

NH Average: 12
Total Number of Accounts

585

NH Average: 581
Average Account Size

$653,760

NH Average: $877,174

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Sarah Yoshida Work History

Sarah has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Curbstone Financial Management Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarah Yoshida to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Curbstone Financial Management Corp

Sarah Yoshida
Manchester, NH
Carolyn Pomfret
Manchester, NH
Pamela Diamantis
Manchester, NH
Robert Main
Manchester, NH
Melvin Severance
Manchester, NH
Thomas Lewry
Manchester, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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