The Team

Hawaii Wealth and Legacy Planning Group

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.

Our Advisors

George Murakami

George Murakami

Private Wealth Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

BBA, Bachelor's of Arts, Finance, University of Hawaii at Manoa, Honolulu, HI, MBA, Master's of Business Association, Finance, Chaminade University of Honolulu
CA Insurance #0I08790

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Brian Iha

Brian Iha

Financial Advisor

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Designations

CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Small Business

Education

BA, Bachelor of Arts, Economics, University of Hawaii, Honolulu, HI
CA Insurance #0F26617

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Jayson Whitman

Jayson Whitman

Financial Advisor

More about me...

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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Our Staff

Sarah Lee M. Nakajima

Sarah Lee M. Nakajima

Client Service Manager

Curtis H. Watasaki

Curtis H. Watasaki

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