Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor

Education

  • University of Hawaii, Manoa - BBA, Accounting Major

Interests

  • I have 2 children, ages 10 and 12.
  • Enjoy travelling with the family.
  • I have completed 5 Honolulu Marathons.
  • Yard work and exercise takes up most of my free time.

Community participation

  • I was active in my daughter & son's elementary school PTA, Liholiho Laulima.