Terri Yokota

Terri Yokota is a Senior Associate in the El Segundo/Beach Cities office. She is a member of the Multifamily Practice Office team, providing more than two decades of experience in insurance and operational leadership. She directs and facilitates the Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) platform. In this capacity, Terri oversees structuring, underwriting, and end-to-end coordination between the PPLI/PPVA Investment Manager, RIA Advisor, Third-Party Administrator, Broker Dealer, Trust Company, and client.  

Prior to joining Cerity Partners, Terri was the Office Manager at Running Point Capital Advisors and played a pivotal role in ensuring the smooth and efficient functioning of the client experience across Running Point’s Investment Advisory, Tax, Accounting, and Insurance operations. Her leadership ensured seamless execution, regulatory alignment, and a high-touch client experience.  

A proud South Bay local with deep ties to Hawaii, Terri embraces the Hawaiian spirit of Ohana (family) and Aloha (compassion, connection, and community). Terri is married with two children, and has two kitties, Nani-Girl and Keiki Koa.  

Learn more about my practice.