Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Honolulu |
- Present |
Accomplishments
- CERTIFIED FINANCIAL PLANNER (CFP®)
Education
- M.B.A., University of Hawaii at Manoa, Shilder College of Business
- Certificate in International Management from the Pacific Asian Management Institute in Honolulu
- B.B.A. Finance, University of Hawaii at Manoa
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life and Health Insurance Licensed
Personal & Community
- He and his wife, Vivian, have two sons, Owen and Julian.
Registered States:
AZ, CA, CO, HI, NV, OH, OR, SD, TX, WA