Kupa'a Financial Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Kupa'a Financial Advisory Group: An Ameriprise private wealth advisory practice serving the Honolulu, HI area.

Proud to be a part of Ameriprise Financial, the #1 Most Trusted Wealth Management Company.

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

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

Saving for the future

 Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings. See how to get started with personalized advice

Proud to work for a firm committed to diversity, inclusion, and creating a better future for all

Ameriprise has been:
  • Recognized as a Military-Friendly® Employer by VIQTORY
  • Listed as a “Best Place to Work for Disability Inclusion”

Our videos

12 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)