portrait of Chiaki Hirate
FINANCIAL ADVISOR
Serving clients with $500,000
CallSend Me a Message

About Chiaki

As a financial advisor, I serve as your financial Sherpa — a guide on your wealth journey. Much like a Sherpa in Nepal, where my husband is originally from, I understand the pitfalls, challenges and best paths to reach your financial destination. My role is to help you find a specific path tailored to your unique circumstances, goals and priorities. Whether it’s wealth accumulation, legacy planning or business growth, I’m here to help ensure your financial ascent is smooth and successful. I help people like you organize, plan and manage all of your complex financial life, so you can focus...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesJune 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Aichi Shukutoku UniversityBachelor of Arts

Personal Interests

  • Community Outreach
  • Walking
  • Swimming
  • Cooking
  • Architecture

Team Members

  • Marja Crowe
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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