Life Stages Wealth Solutions

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Wayne T Kaneta

Wayne T Kaneta

CFP®, CLU®, ChFC®, CFS®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Wayne T Kaneta's website
Brian Prentice

Brian Prentice

CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Brian Prentice's website

Team

Cheryl Ferido

Cheryl Ferido

Client Service Coordinator

Qualifications

  • A.A. in Business Admin. - Heald College '13
  • Administrative Assistant 2013 - Present
  • Direct attention to detail and organization
  • Effective communication with clients and staff
  • Effective and efficient time management
  • Ability to multi-task

Roles & Responsibilities

  • Prepare correspondence for advisor signature
  • Conduct client appointment reminder calls, Copy and track all client practice materials
  • Schedule client appointments and agenda
  • Assist planning assistants, paraplanners, AFA
  • Perform other allowable duties assigned
  • Manage equipment and facilities, Act as back up to other staff
View more
Linda M. Kaneta

Linda M. Kaneta

Operations Specialist

Qualifications

  • BBA - University of Hawaii Manoa
View more
Kristi M. Kaneta

Kristi M. Kaneta

Financial Planning Assistant