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Our financial advice team


Kevin Isoda, Private Wealth Advisor serving the Honolulu, HI area - Ameriprise Advisors

Kevin Isoda

CRPC

Private Wealth Advisor

Ho`ahu Pono Wealth Advisors
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

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

Awards & recognition

  • Five Star Wealth Manager, 2015-2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.

Interests

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