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2013 Hawaii Five Star Wealth Managers

(page 10 of 11)

Shirley Ikehara

Helping You Retire With Confidence

• Disciplined approach to financial planning

• Personalized and ongoing client service

• Strategic and comprehensive solutions

Financial Advisor, CFP®, CFS®, CRPC®; Shirley Ikehara & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice tailored to your individual needs. My efforts are designed to support you achieving your goals and to help give you confidence regarding your financial future.

 

Ameriprise Financial
Direct: (808) 792-7408
Office: (808) 792-2640
1585 Kapiolani Boulevard, Suite 1775
Honolulu, HI 96814
shirley.m.ikehara@ampf.com
ameripriseadvisors.com/shirley.m.ikehara

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

 


 

Lincoln Koike

Meet Your Future With Confidence

• Focus on retirement distribution strategies

• Knowledgeable on Social Security strategies

• 15 years of experience in the financial services industry

Title: Financial Advisor

Credentials: CFP®, CFS®

Take the first step toward having peace of mind in retirement with our proprietary Con dent Retirement® approach. I’ll work with you to address the four basic principles of retirement: 1) covering your essential expenses, 2) ensuring you can live the lifestyle you want, 3) preparing for the unexpected and 4) leaving a legacy behind for family or a special charity.

 

Ameriprise Financial
(808) 952-1222, Ext. 1257
1585 Kapiolani Boulevard, Suite 1100
Honolulu, HI 96814
lincoln.k.koike@ampf.com
ameripriseadvisors.com/lincoln.k.koike

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Con dent Retirement is not a guarantee of future financial results.

 


 

Cynthia Schnack Lee

• First Vice President – Investments , PIM Portfolio Manager

• CERTIFIED FINANCIAL PLANNER™ professional

• Certified Investment Management AnalystSM

With more than 25 years of financial, investment, trust and philanthropic experience, Cynthia is highly qualified to assist high-net-worth clients with their wealth management and estate investment planning needs.

 

Wells Fargo Advisors
Phone: (808) 547-5278
Toll-free: (800) 637-2470
1001 Bishop Street, Suite 1900
Honolulu, HI 96813
cynthia.lee@wellsfargo.com

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. [CAR 1212-02077].

 


 

David Shores

Knowledge and Experience

• Windward Coast

• Professional

• Service oriented

Financial Advisor, Senior Vice President

All clients are unique individuals. They each have different needs and objectives. Some financial products that are appropriate for one client may not be appropriate for another. The art is to match the client's risk and comfort levels and their objectives with the proper financial products in order to help them achieve their objectives.

 

Ameriprise Financial
(808) 540-2020
354 Uluniu Street, Suite 108
Kailua, HI 96734
www.ameripriseadvisors.com/david.shores

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

 

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Hawaii Business magazine invites you to comment on our articles and the issues they raise. Comments are moderated for offensive language, commercial messages and off-topic posts and may be deleted. Some comments may be chosen for inclusion in the magazine on the Feedback page.

Aug 27, 2013 03:37 pm
 Posted by  Ponolani

hmm.. Five Stars huh? Bankers are not the sharpest investment people. But are polite though.

Do yourself a favor and get a second opinion if you use a bank to manage your "wealth".

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