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2013 Hawaii Five Star Wealth Managers

(page 11 of 11)

Lesley J. Brey

CFP®, CFA®, AIF®, NAPFA Registered Financial Advisor

Mahalo to everyone we work with as clients, their attorneys, accountants and entire planning teams. Thank you for including us in your lives.

L.J. Brey, Inc. provides personalized, fee-only financial planning and investment advisory services. We serve women and the people in their lives who enjoy understanding and positively impacting their financial health.

 

L.J. Brey, Inc.
(808) 526-2644
Honolulu, HI 96821
info@ljbreyinc.com
www.ljbreyinc.com

 


 

Heidi A. Cregor

Areas of Focus: Financial Planning, Investments, Taxation

Both a licensed financial advisor and an IRS enrolled agent, Heidi A. Cregor, EA, offers a unique, integrated approach combining personalized investment advisory and
financial planning expertise with “side-by-side” tax-planning and tax-preparation service.

 

Financial Advisers of America, LLC
Office: (808) 591-4888
Direct: (808) 591-4850
1712 N. King Street
Honolulu, HI 96819

Securities and Investment Advisory Services are offered through Financial Advisers of America, LLC. Member FINRA/SIPC.

 


 

Jennifer Du-Yung

Financial Advisor, CFP®, CFS®

As an Ameriprise Platinum Financial Services® advisor, I believe in putting the needs of my clients first and foremost.

 

Ameriprise Financial
(808) 380-8628
1585 Kapiolani Boulevard, Suite 1616
Honolulu, HI 96814
jennifer.y.du-yung@ampf.com

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.

 


 

Marie-Yolande “Gigi” Fuller

Financial Advisor, CFP®, LUTCF, CLTC

With integrity, professionalism and dedication Gigi provides financial advice focused on client needs and values. She helps families and their businesses with protection, investments, legacy planning, customizing retirement and income strategies.

 

New England Financial
Direct: (808) 540-3720
Office: (808) 521-0818, Ext. 120
1100 Ward Avenue, Suite 500
Honolulu, HI 96814
mfuller@hawaii.nef.com

New England Financial (NEF) is the registered mark for New England Life Insurance Company, (NELICO) Boston, MA 02116. Securities and investment advisory services offered through New England Securities (NES)(member FINRA/SIPC), a registered investment advisor. NEF and NES are affliates. L1212295609[exp1213][HI,OR,WA].

 


 

Valerie Schmidt

CFP®, ChFC®, CFS® Financial Advisor

As an Ameriprise Platinum Financial Services® advisor, I believe in putting the needs of my clients first and foremost.

 

Ameriprise Financial
(808) 380-8629
1585 Kapiolani Boulevard, Suite 1616
Honolulu, HI 96814
valerie.x.schmidt@ampf.com

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.

 


 

Ross Shimokawa

CRPC®, AWMA® Financial Advisor

The first step in reaching your goals is reaching the person who can help you achieve them.

 

Ameriprise Financial
(808) 380-8627
1585 Kapiolani Boulevard, Suite 1616
Honolulu, HI 96814
ross.k.shimokawa@ampf.com

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.

 


 

David B. Toyomura

Financial Advisor, Vice President – Wealth Management

The complexity of investing in today's capital markets requires a global view and sound professional advice. Traditional asset-allocation strategies need to address higher levels of volatility and be reinforced with risk-management techniques.

 

Morgan Stanley
(808) 871-2239
33 Lono Avenue, Suite 330
Kahului, HI 96732
david.b.toyomura@morganstanley.com

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC.

 


 

Jeff White

LPL Financial Advisor, CFP®, CRPC®

Mahalo nui loa to my clients.

Thank you for your continued support.

Your retirement is the point in your life when you have the luxury of deciding how you are going to spend each day.

 

Jeff White, CFP
(808) 395-0200
7192 Kalanianaole Highway, Suite G-205
Hawaii Kai, HI 96825
Jeff.white@lpl.com
www.jeffwhite.ws

Securities offered through LPL Financial, Member SIPC/FINRA.

 

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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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