Our Team

Adrianne Yamaki, CFP®

Founder & Managing Partner

The childhood of our Founder, Adrianne
Yamaki, had a profound and direct
impact on her chosen profession.

Adrianne’s MBA and background in strategy consulting, coupled with her 20 years of experience managing the finances of affluent families, lead to multidimensional insights and solutions which go beyond the work of a traditional advisor. After many years of building and running her client practice at two stellar legacy Wall Street firms, Adrianne recognized that to best serve her clients and team she had to establish her own firm. She founded Strategic Wealth Capital in 2019 with a clear vision for the business she wanted to create and a strong continued commitment to the client families she serves. Adrianne Yamaki has lived in France, Switzerland, the U.K., and China and speaks fluent French. Adrianne’s husband Rick is a pilot for Alaska Airlines, and they live with their daughters Audrey, Elizabeth, and Michele and their dog Roger in San Francisco. When not working, Adrianne enjoys long-distance running and taking opera lessons.

Awards and Recognition

  • 1Forbes Top Women Wealth Advisor Best-In-State in 2025, 2024, and 2023
  • 2Top Wealth Advisor Mom (SHOOK Research and Working Mother) in 2021, 2020, 2018, and 2017
  • Speaking engagements at Visa, American Express, Circular Board, SF Chamber of Commerce, Affirm and The Battery
  • Selected by senior management at Morgan Stanley as 1 of 18 professionals out of 250+ nominations to be a MAKERS@ in 2019. MAKERS@ is an organization that celebrates the achievements of select women and men across multiple fields and exists to accelerate the women’s movement

Education

  • Certified Financial Planner TM, 2003
  • MBA, Booth School of Business, University of Chicago (with Honors) 2006
  • B.A., Economics, Mills College (with Honors) 1997
  • Institut d’Etudes Politiques, Paris, France, 1996

Experience

  • Morgan Stanley, Senior Vice President, CFP®, Financial Advisor (2009-2019)
  • American Express, Senior Manager, Strategy Group (2008-2009)
  • Booz Allen Hamilton, Strategy Associate (2006-2008)
  • Merrill Lynch, Senior Financial Advisor, CFP® (1998-2004)

Adrianne was awarded the Forbes Top Women Wealth Advisors Best-In-State in February 2023, 2024 and 2025. Data compiled by SHOOK Research LLC is based on 12-month period concluding September preceding the year the award was given.  This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). Neither Strategic Wealth Capital LLC nor its Financial Advisors paid a fee to SHOOK Research LLC or Forbes for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Strategic Wealth Capital LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

Workingmother.com (Awarded in March of the following years: 2017, 2018, 2019, 2021). Data compiled by SHOOK Research LLC is based on 12-month period concluding in March of the year the award was given. Adrianne Yamaki received the award from 2017-2019 while at Morgan Stanley Smith Barney. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher). Neither Strategic Wealth Capital LLC nor its Financial Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Strategic Wealth Capital LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. For more information, see www.SHOOKresearch.com.

 

Our Team

Knowledge, Effectively Applied.

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Ana Lopes Monteiro

Director of Client Services

Ana Lopes Monteiro began her career at Chase in 2009 and has worked with Adrianne since 2015, leaving Morgan Stanley to join Adrianne at Strategic Wealth Capital at its launch in Sept 2019. Ana coordinates all phases of client relationship management, including client onboarding and collaborating with key client intermediaries. A dedicated problem-solver, Ana is committed to attentive, personalized service and is appreciated for her ability to anticipate clients’ needs. Ana lives with her husband, Barclay and their two daughters, Ariella and Brielle in the East Bay.

Experience

  • Morgan Stanley, Senior Registered Service Associate (2013-2019)
  • JP Morgan Chase Bank, Assistant Branch Manager (2009-2013)

Education

  • Sacramento State University, Bachelor of Science Degree in Finance and Marketing, 2008
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Jen Miller

Client Service Supervisor

Jen has 20+ years of banking and client service experience, having previously worked at Silicon Valley Bank and First Republic Bank. She joined Strategic Wealth Capital in 2022 as a Client Service Associate. Jen grew up in the countryside in Southern California where she was an avid horseback rider and owner for over 15 years. After high school, Jen moved to the East Coast where she attended Boston College. She lived in the Boston area for almost 10 years before moving back to Northern California.

She currently resides on the Peninsula with her son, Colten. Her hobbies and passions include traveling, cooking, baseball (go Angels!), and attending her son’s cross country meets and tennis matches.

Experience

  • Silicon Valley Bank – Senior Operations Specialist (2002-2006); Cash Management Specialist (2001-2002); Senior Client Representative (1999-2001)
  • First Republic Bank – Senior Preferred Banking Associate (2013-2022)

Education

  • Boston College, Boston, MA: Bachelor of Arts and Sciences, Major in Psychology
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Zach Flores

Client Service Associate

Zach brings over 15 years of experience in the financial services industry, beginning his career in retail banking at Wells Fargo in 2009. In 2019, he transitioned into Wealth Management Client Services, gaining valuable experience at Wells Fargo Advisors and Stifel in San Diego before joining FLC Capital Advisors in Palm Desert, CA. What motivates Zach is the opportunity to make a positive impact. He finds excitement in creating value for clients by ensuring seamless and efficient management of their financial accounts. Through prompt, accurate assistance and clear communication, Zach helps clients feel confident and supported in their financial journeys. Originally from Guam and raised in Phoenix, AZ, Zach now lives in Palm Springs, CA, with his husband and their three fur babies, enjoying life in a vacation destination.

Experience

  • FLC Capital Advisors, Client Services Administrator (2021-2024)
  • Stifel, Client Services Associate (2019-2021)
  • Wells Fargo Advisors (2019)
  • Wells Fargo Bank, Service Manager (2009-2019)

Education

  • Northern Arizona University – General Education
  • Arizona State University – Business Administration (BA) – Online In-Progress
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David Mendoza

Associate Financial Planner

David is an Associate Financial Planner with over four years of experience delivering comprehensive financial planning services. Before joining Strategic Wealth Capital, he worked at the Silverman LeGate Advisory Team, where he built a strong foundation in client-focused planning and holistic financial strategies. David holds the Certified Financial Planner® designation and is committed to helping individuals and families navigate their financial lives with clarity and confidence. David lives in a Dallas–Fort Worth suburb with his wife and their three cats. Outside work, he enjoys hiking local trails, playing soccer, disc golf, and tennis.

Experience

  • Silverman LeGate Advisory Team – Comprehensive Financial Planner (2021-2025)

Education

  • Bachelor of Science in Personal Financial Planning, Texas Tech University (with Honors) 2020
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Akemi Kiss

Executive Assistant

With over 25 years of experience supporting top executives in the high-stakes world of finance, Akemi has built a reputation for reliability, precision, and calm under pressure. She has held key administrative roles at leading firms including Piper Jaffray (now Piper Sandler), J.P. Morgan, and Guggenheim Securities, where she ensured operational excellence behind the scenes. Known for managing complex calendars, coordinating executive-level meetings, and overseeing firm logistics at major medtech and financial conferences in New York and San Francisco, Akemi is the linchpin that keeps teams running smoothly. Holding a degree in Sociology with a minor in Education, Akemi brings a strong sense of team dynamics and people-centered support to everything she does. Her colleagues describe her as dependable, adaptable, and detail-oriented—qualities that make her an indispensable part of any leadership team. A proud resident of Sonoma County for over 20 years, Akemi enjoys a vibrant life outside of work with her husband and two children. She enjoys cheering on her daughter at soccer games, going on fishing excursions with her son, and staying active through running and biking.

Experience

  • Guggenheim Securities LLC, Senior Executive Assistant/Associate (2015-2025)
  • J.P. Morgan Securities, Senior Executive Assistant (2006-2015)
  • Piper Jaffray & Co, Executive Assistant and Co-Team Lead (2000-2006)

Education

  • University of California, Irvine – Bachelor’s of Arts in Sociology, Minor in Education

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