2012 Hawaii Five Star Wealth Managers
(page 11 of 24)
Trusted Investment Advice
• Customized investment strategies
• Advising families and businesses
• Simple financial solutions
Title: First Vice President — Investments
Communication, clarity and trust are the foundations of my business. Over the past 25 years, I have worked with clients to clarify their financial goals and create investment strategies to fit their needs. Whether it is retirement plans for individuals or businesses, college savings, estate investment planning, life or long-term care insurance, my goal is to help my clients develop and monitor their investment plans.
Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [1211-2712 12/11].
Do you like what you read? Subscribe to Hawaii Business Magazine »