Advisor profile


What you can expect when you work with me

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.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • M.S., 1993, Human Resources Management Systems, Chapman University, Orange, CA
  • B.A., 1971, Education, Western Washington University, Bellingham, WA

Awards & recognition

  • Shirley Ikehara & Associates, Ameriprise Client Experience Award, 2021, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Ameriprise Financial is dedicated to using the firm’s resources and talents to improve the lives of individuals and build strong communities. Through grantmaking, volunteerism and employee and advisor gift matching programs, the company supports a diverse group of over 5,000 nonprofits across the country. On November 16, Ameriprise Financial advisors Jennifer Du-Yung, Gail Hamada, Shirley Ikehara, Kevin Isoda, Gaylien Larita, Sheila Pang, Daniel Robertson, Arnold Tanaka and Joanne Watanabe volunteered and provided a meal for the families at the Ronald McDonald House Charities of Hawaii.

Interests

  • Travel
  • Yoga
  • Skiing

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.