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Dennis Y
Series 65
Jacksonville, FL
Affirmative Financial Services
Dennis Yamasaki is a financial advisor at Affirmative Financial Services in Jacksonville, FL, holding a Series 65 credential with 12 years of industry experience. He has operated Affirmative Financial Services since 2013, managing both investment advisory and insurance brokerage activities focused on life, health, disability, Medicare, and long-term care insurance. Affirmative Financial Services provides investment advisory services to individuals, families, trusts, ERISA plans, and closely held businesses through a solicitor model, helping clients select SEC-registered investment managers for asset allocation and portfolio management. The firm gathers client information through interviews and risk assessments and performs ongoing reviews to monitor and adjust investments, while insurance sales remain a significant part of the principal’s activities.
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