The Team

Hawaii Wealth and Legacy Planning Group

Hawaii Wealth and Legacy Planning Group, a financial advisory practice of Ameriprise Financial Services, Inc., is an experienced team of professionals serving the needs of professional athletes, individuals, multi-generational families, and businesses in Hawaii and around the country. The team’s mission is to leverage our experience, our knowledge and our passion for service as we help our clients define and pursue their financial goals.

Our Advisors

Jared K Yuen

Jared K Yuen

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Education

BA, Business Administration, Vanguard University, Costa Mesa, CA
CA Insurance #0H58670

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Jayson Whitman

Jayson Whitman

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Small Business
  • Sustainable and Responsible Investing

Education

BA in Economics from University of Hawaii at Manoa

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Rie Shoji

Rie Shoji

Financial Advisor

Our Staff

Tasha Manner-Kalilikane

Tasha Manner-Kalilikane

Client Service Specialist

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Qualifications

  • University of Hawaii, Honolulu, HI

Roles & Responsibilities

  • Prep Client Appointments
  • Study for Securities Exam!
  • Client Service Contact
Noe Yoshioka

Noe Yoshioka

Assistant

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Qualifications

  • Puget Sound, Tacoma, WA
  • Notary Public

Roles & Responsibilities

  • Reception Desk
  • Appointment Reminders
  • Client Rescheduling