Vinicius Hiratuka, CPA, CFP®

Retirement Financial Advisor located in Madison, MS.

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Elevated Retirement Financial Services Vinicius Hiratuka, CPA, CFP®
Madison, Mississippi

Serving Clients Nationwide

Retirement Financial Advisor located in Madison, MS.

Areas of Focus

  • Inherited Wealth
  • Investment Management
  • Retirement Planning
  • Social Security
  • Taxes

About Me

Vinicius "V" Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. He founded the company out of a deep care for people’s financial lives in retirement.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • American Institute of CPAs
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

1888 Main St, Madison, MS 39110, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

First, we meet with you to understand your values, goals, and most pressing questions. Then, we answer your questions in plain English and develop a roadmap for moving forward. Once we agree on a plan, we will guide you step-by-step to implement it. We will constantly monitor your portfolio, allowing you to focus on enjoying your life. We typically meet with clients at least once or twice per year for updates and adjustments, but we are available any time to discuss questions or concerns you may have. We take pride in personal, proactive service. You always have direct access to your advisor via phone or email and will always receive a timely response.

Offers Investment Management

Yes

About our Firm

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. We help you build and manage a comprehensive retirement strategy.

Education

Mississippi College, Vanderbilt University

Badges

Languages

  • English

Hobbies and Interests

  • Soccer

Who We Serve

  • Baby Boomers
  • Business Owners
  • Financial Independence Retire Early (FIRE)
  • Living in Retirement
  • Widow

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