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Our financial advice team


Stephen Kugisaki, Financial Advisor serving the Honolulu, HI area - Ameriprise Advisors

Stephen Kugisaki

Financial Advisor

Na Ho'okele Financial Advisory Team
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 8 reviews
See disclosures

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

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Financial planning for small business

Education

  • Bachelor of Arts - History, Willamette University, Salem, OR

Awards & recognition

  • Na Ho'okele Financial Advisory Team, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, Edward Jones, 2013 - 2022, Honolulu HI

Community participation

Big Brother Big Sisters Hawaii

Interests

I enjoy spending time with family and friends, football, golfing, ocean activities and exploring our beautiful home state of Hawai'i. Sometimes the simple pleasures of finding a new place to eat or going for a quite hike is just what the doctor ordered. There is peace and clarity in the early morning hours before the day gets busy. My favorite thing to do is play with my 2-year-old dog Bugsy. She says "Hi!" :- )