2012 Hawaii Five Star Wealth Managers
(page 5 of 24)
Grant K.T. Kubota
Vice President – Wealth Management
Certified Financial Planner™
• Providing personalized services that reflect your individual goals and family values
• Designing solutions that help preserve wealth and minimize taxes
• Planning for the transfer of assets to loved ones
Areas of Focus: IRAs, Roth IRAs, IRA Rollovers, 401(k)s, Tax-Free Income, Lifetime Income
Grant Kubota provides comprehensive wealth management services to meet your individual financial goals and family values. His services include estate, philanthropic and retirement planning; investment analysis and portfolio management; and evaluation of life and long-term care insurance.
He is a Certified Financial Planner™ professional and Chartered Retirement Plans SpecialistSM. A former CPA, he has a diverse professional and educational background. Prior to joining Morgan Stanley Smith Barney, he practiced as a CPA with the global accounting firm KPMG. He holds an MBA degree and is a graduate of Punahou School.
In 2011, he was also recognized as being one of Hawaii's Top Wealth Managers by Pacific Business News, in partnership with the National Association of Board Certified Advisory Practices.
To learn more about his wealth management services, please contact him at (808) 525-7921 or visit www.fa.smithbarney.com/kubota.
© 2012 Morgan Stanley Smith Barney LLC. Member SIPC. Source: NABCAP: “Premier Wealth Advisors”, Pacific Business News July 29, 2011, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP’s evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (“Program”). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP’s methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP’s methodology go to nabcap.org. Neither Premier Wealth Advisors nor Morgan Stanley Smith Barney pay a fee to be included in the final list of NABCAP Premier Wealth Advisors. The overall evaluation score of a wealth manager may not be representative of any oneclient’s evaluation. The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP. The rating is not indicative of the Financial Advisor’s future performance. The investments listed may not be suitable for all investors. Life Insurance, disability income insurance and long-term insurance are offered through Morgan Stanley Smith Barney’s licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisor do not provide tax or legal advice.
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