Knowledge, experience, leadership And the confidence to pursue your goals
I like to focus on what matters most to you. Your personal well-being, your family, your causes and concerns are all assets that deserve to be supported and enhanced. With a carefully designed financial plan you can confidently spend more time with your family and friends, traveling, having fun and just enjoying life. For business owners, planning for the continuation of your life's work can be both daunting and rewarding. At UBS, we are committed to keeping abreast of the most effective and current investment and tax strategies so that we can provide our clients with the best advice we can.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Honolulu, HI |
March 2011 - Present |
Legacy Group Wealth Management |
Certified Financial Planner |
Honolulu, HI |
March 2005 - February 2011 |
Edward Jones |
Financial Advisor |
Kaneohe, HI |
April 1994 - March 2005 |
Prudential Insurance Co. of America |
Financial Planner |
Long Beach, CA |
May 1986 - March 1994 |
Education
- CERTIFIED FINANCIAL PLANNER, Financial Planning Board of Standards
- Chartered Life Underwriter, The American College
- Chartered Financial Planner, The American College
- Bachelors of Business Administration, University of Hawaii at Manoa
Licenses
- Series 7, General Securities Representative
- Series 65, Investment Advisor Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life and Health
Personal & Community
- Director, Wahine Leaders of Hawaii
- Director, Ikaika Hawaii
- Member, Hawaii Angels
- Member, Hawaii Estate Planning Council
- Member, Financial Planning Association
Registered States:
AK, CA, HI, WA