Do it Wisely

Who We Are

Our Mission

We believe in helping successful organizations, families and individuals maximize their financial impact for the people and causes that matter to them the most. We believe it is very important to give back to the community through both business and personal opportunities. Therefore, we are committed to serving clients that possess the same values. We believe in creating strong, long-term relationships by providing the utmost integrity in our practice. We provide our clients with innovative financial strategies by crystallizing their financial objectives, strategically protecting their assets, implementing tax minimization strategies, helping to maximize returns and alleviating portfolio volatility.

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Joyce J. Yoo

Executive Partner

Joyce J. Yoo is the Executive Partner at Wisely. From the start of her career as a Financial Services Professional, her focus has always been on building credibility through trust. With this as the foundation of her work, she has passionately worked for over a decade to provide her clients with fully customized, personal and need-based financial strategies for their future.

As a subject-matter expert, Joyce is dedicated to constantly studying in an ever-evolving field. Her knowledge of the industry, coupled with her desire to work with integrity, transparency and honesty, allow her to be the strongest advocate for her clients.

Joyce is extremely honored to be recognized as 2020 Advisor Today’s recipient of the Four Under Forty distinction. She is also a Court of the Table member of the Million Dollar Round Table since 2010 and has achieved recognition as part of New York Life’s Chairman’s Council2 in 2019, an honor reserved for the top 3% of producers. One of her proudest accolades is being a member of Nautilus Plus, which is a highly selective, elite group of skilled professionals that is limited to the top 30 members of The Nautilus Group®, those who are among the most accomplished in the industry. Prior to joining the industry in 2009, she served as a mentor to college students and led a church ministry. In her free time, Joyce enjoys volunteering, leading Bible study, hiking, writing, collecting wine, and traveling.

(CA Insurance Lic. #0G20813)

1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

2Council is an annual company recognition program based on agent production from July 1- June 30.

About Joyce

Photo of Zeus Kajita

A. Zeus Kajita

Partner, Business Development

Zeus Kajita is a Partner and the Head of Business Development at Wisely. He is dedicated to helping businesses and individual clients. After seeing the rise and fall of his father's international business during his childhood, Zeus respects how tough it is to keep business going while protecting the families involved. Zeus focuses on creating stability and security for businesses by creating strategies to reward employees, who he believes are the most important assets to any enterprise. He also enjoys working with individuals by assisting families with legacy planning.

Zeus has 20 years of experience building multiple businesses around the world. He has a natural talent to bring other trusted advisors together to create comprehensive plans for people and businesses in any economic climate. Zeus is a Bay Area native who dedicates his time to raising his daughter, playing sports and traveling.

(CA Insurance Lic. #0K26729)

About Zeus

The Nautilus Group® - Our Strategic Resources

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Outreach

World Vision

We volunteer for and support World Vision, a humanitarian organization that works with children, families and communities worldwide by taking on important issues such as poverty and injustice. They work in over 100 countries and provide emergency assistance to those affected by disasters and conflicts. We are proud to be a part of their Advisor’s Network.

Hanna Orphan's Home (HOH)

We volunteer for and support Hanna Orphan’s Home (HOH), a non-governmental organization that has helped orphans be self-sufficient in Ethiopia after unfortunate circumstances.

Harmony Outreach

We volunteer for and support Harmony Outreach, an organization that works in China, Cambodia, Ethiopia and Vietnam in order to provide compassion work. Harmony Outreach has been active since 2001, and has helped establish orphanages and churches in the countries where they are active.

St. Jude Children’s Research Hospital

We support St. Jude Children’s Research Hospital, an organization committed to leading the way the world understands, treats and defeats childhood cancer and other life-threatening diseases. At St. Judes, no child is denied treatment based on race, religion or a family's ability to pay.

Muttville Senior Dog Rescue

We support Muttville whose mission is to give senior dogs a second chance at life. Muttville rescues these dogs, gives them the care they need and finds them loving homes. Muttville has been recognized for its groundbreaking approach to animal rescue.

Joyce J. Yoo

40 Under 40 Award logo

Joyce J. Yoo is the Executive Partner at Wisely. From the start of her career as a Financial Services Professional, her focus has always been on building credibility through trust. With this as the foundation of her work, she has passionately worked for over a decade to provide her clients with fully customized, personal and need-based financial strategies for their future.

As a subject-matter expert, Joyce is dedicated to constantly studying in an ever-evolving field. Her knowledge of the industry, coupled with her desire to work with integrity, transparency and honesty, allow her to be the strongest advocate for her clients.

Joyce is extremely honored to be recognized as 2020 Advisor Today’s recipient of the Four Under Forty distinction. She is also a Court of the Table member of the Million Dollar Round Table since 2010 and has achieved recognition as part of New York Life’s Chairman’s Council2 in 2019, an honor reserved for the top 3% of producers. One of her proudest accolades is being a member of Nautilus Plus, which is a highly selective, elite group of skilled professionals that is limited to the top 30 members of The Nautilus Group®, those who are among the most accomplished in the industry. Prior to joining the industry in 2009, she served as a mentor to college students and led a church ministry. In her free time, Joyce enjoys volunteering, leading Bible study, hiking, writing, collecting wine, and traveling.

(CA Insurance Lic. #0G20813)

1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

2Council is an annual company recognition program based on agent production from July 1- June 30.

<< Back to Our Team

A. Zeus Kajita

Zeus Kajita is a Partner and the Head of Business Development at Wisely. He is dedicated to helping businesses and individual clients. After seeing the rise and fall of his father's international business during his childhood, Zeus respects how tough it is to keep business going while protecting the families involved. Zeus focuses on creating stability and security for businesses by creating strategies to reward employees, who he believes are the most important assets to any enterprise. He also enjoys working with individuals by assisting families with legacy planning.

Zeus has 20 years of experience building multiple businesses around the world. He has a natural talent to bring other trusted advisors together to create comprehensive plans for people and businesses in any economic climate. Zeus is a Bay Area native who dedicates his time to raising his daughter, playing sports and traveling.

(CA Insurance Lic. #0K26729)

<< Back to Our Team

What We Do

Business Solutions

Personal Solutions

Our Process

We understand the things that are important to you. That is why our relationship with you and the process for securing your future begins there.

Our teams put our considerable experience to work on your behalf, incorporating the knowledge of the elite professionals at The Nautilus Group®who are experienced in tax, law, financial planning, accounting, and philanthropy. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Our Six Step Process

  1. Clarify your concerns and objectives
  2. Provide a clear analysis and projection of your financial information
  3. Collaborate with your circle of advisors
  4. Explore possible strategies to achieve your goals
  5. Implement and create a summary of your plan
  6. Monitor and review your plan

Client Resources

White Papers