Jeff Yamada joined Waverly Advisors in October of 2026 following the acquisition of MCS Family Wealth Advisors by Waverly Advisors, LLC. Jeff serves as Partner and Wealth Advisor.
Jeff brings more than three decades of experience in financial services and investment management to his role at Waverly. He began his career in 1988 with Union Bank of Switzerland (UBS) in Zurich and New York City before serving as Chief Compliance Officer and Director of Operations for fee-only institutional fixed-income investment advisors in Los Angeles. In 2004, Jeff joined MCS Family Wealth Advisors.
Jeff works with clients across retirement, tax, risk management, education and estate planning, bringing these areas together through comprehensive financial planning. He combines his experience in the securities industry with a broad perspective shaped by working with people from diverse cultures and economic backgrounds. Jeff is especially passionate about helping clients define what they want their money to accomplish and creating a financial plan that gives them confidence in pursuing what matters most to them. He also has experience advising clients from BIPOC, LGBTQIA2S+ and other diverse cultural backgrounds.
Outside of work, Jeff is actively involved in his community and has a long history of nonprofit and volunteer service. A Returned Peace Corps Volunteer, he spent three years serving in an Amerindian rainforest community in Suriname, South America. Raised in Orange County, California, Jeff has lived and worked in three countries and four states. He is fluent in German and Sranan Tongo and has also studied French and Dutch. In his free time, Jeff enjoys traveling, hiking, swimming and spending time outdoors.