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Our financial advice team


Kevin Isoda Ameriprise Financial Advisor

Kevin Isoda

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Ho`ahu Pono Partners
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education

Interests

  • Enjoy playing softball, fishing, outdoor activities.
  • Spending time with friends.

Community participation

Community involvement is an important value of our practice. On May 18, 2013, together with the help of our clients, we collected more than 600 pounds of food for donation to the Hawaii FoodBank.

Awards & recognition

  • Five Star Wealth Manager, 2015-2017

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, Economics
  • University of Hawaii, Manoa
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