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2013 Hawaii Five Star Wealth Managers

(page 2 of 11)

Award winners listed by primary services and listed alphabetically by last name.

Business Planning

Linda Fulgenzi · Merrill Lynch

Estate Planning

Kristie Lee · Kristie A. Lee, Attorney at Law
John Matsumoto · Rulon & Matsumoto
Rex Matsumura · Rex T. Matsumura, Attorney at Law
Lynn Nakashima · Lynn Y. Nakashima, Attorney at Law
Michelle Ogata · Estate Planning Group
Raymond Okada · Goodsill Anderson Quinn & Stifel
Thomas Rulon · Rulon & Matsumoto
Curtis Saiki · First Hawaiian Bank
Karen Temple · Karen Temple, Attorney at Law
Scott C. Suzuki · Scott C. Suzuki, Attorney at Law
Curtis Yuen · Law Offices of Curtis B. K. Yuen

Financial Planning

Aric Ahlgren · Thrivent Financial
Janet Andres · Morgan Stanley
John Araki · Ameriprise Financial Services, Inc.
Gordon Asahara · Wilbanks Securities
Benjamin Benzaken · Benzaken Investment Group
Lesley Brey · LJ Brey
Sean Calles · Ameriprise Financial Services, Inc.
Brian Chang · DCL Wealth Management
David Chang · Wealthbridge
Michael Chang · LPL Financial
Brian Ching · Wedbush Securities
Heidi Cregor · Financial Architects of Hawaii
Clark Dorman · Ameriprise Financial Services, Inc.
Brian Dowd · Merrill Lynch
Jodie Duvall · First Hawaiian Bank
Jennifer Du-Yung · Ameriprise Financial Services, Inc.
Taylor Easley · Easley & Associates
Brian Enoka · Island Wealth Management
Guy Fujishige · Ameriprise Financial Services, Inc.
Len Fukushima · Merrill Lynch
Glenn Goya · Morgan Stanley
Steven Gum · Ameriprise Financial Services, Inc.
Matthew Haley · McKeague & Haley
Gail Hamada · Ameriprise Financial Services, Inc.
Bradford Harrison · First Hawaiian Bank
Jason Hauanio · Merrill Lynch
Michael Hecker · Principal Financial Group
Mel Hertz · The Retirement Coach
Eric Higashihara · Ameriprise Financial Services, Inc.
David Hirokane · Ameriprise Financial Services, Inc.
Christina Hom · Morgan Stanley
Chuck Horsman · Ameriprise Financial Services, Inc.
Michael Horton · First Hawaiian Bank
Itaat Husain · Hawaii Wealth Management
Shirley Ikehara · Ameriprise Financial Services, Inc.
Mark Imada · First Hawaiian Investment Services
John Ito · Ameriprise Financial Services, Inc.
Jerri Jessop · Ameriprise Financial Services, Inc.
Darryl Jung · Morgan Stanley
Lance Kakimoto · Morgan Stanley
Lincoln Koike · Ameriprise Financial Services, Inc.
Sonnie Koko · VALIC Financial Advisors
Grant Kubota · Morgan Stanley Page 7
Wane Kunihisa · Morgan Stanley
Michael Laconsay · Morgan Stanley
Gaylien Larita · Ameriprise Financial Services, Inc.
Samantha Lau · First Hawaiian Investment Services
Timothy Lee · First Financial Planners
Roberta Lee-Driscoll · Roberta Lee-Driscoll
Chieh Fu Lu · First Hawaiian Bank
Thomas Mark · Ameriprise Financial Services, Inc.
Richard May · First Hawaiian Investment Services
Matthew McConnell · Ameriprise Financial Services, Inc.
Alice McDermott · FIM Group
Marko Mijuskovic · Wealth Strategy Partners
Bryce Miyamoto · Securities America
Bryan Nakamoto · Spectrum Wealth Management
Byron Nakano · Merrill Lynch
William Oliver · First Command Financial Planning
Neal Onaga · Ameriprise Financial Services, Inc.
Gwen Pacarro · Morgan Stanley
Natalia Peters · American Savings Bank
Jimmy Rhymer · First Hawaiian Bank
Daniel Robertson · Ameriprise Financial Services, Inc.
John Robinson · Financial Planning Hawaii
Joseph Rothstein · Ameriprise Financial Services, Inc.
Valerie Schmidt · Ameriprise Financial Services, Inc.
Ross Shimokawa · Ameriprise Financial Services, Inc.
Judith C. Slawsky · Judith C. Slawsky
Gabe Stepanic · Coda Financial Group
Mark Suiso · First Hawaiian Investment Services
Seitoku Takahashi · American Savings Bank
Teresa Tyler · First Command Financial Services
Vaughn Victorino · Ameriprise Financial Services, Inc.
Joanne Watanabe · Ameriprise Financial Services, Inc.
Mark Watanabe · Morgan Stanley
Jeff White · Retirement-Coach
Brett Wiggins · Morgan Stanley
Jeremy Wilmes · First Hawaiian Investment Services/First Hawaiian Bank
Gordon Yee · Yeecorp Financial
Susan Lai Young · American Savings Bank/American Insurance & Investments


Adelia Chung · Spectrum Wealth Management
Gordon Hammond · Carlson Hammond
Jeffrey Ling · MassMutual


Nicholas Abbott · Edward Jones
Yared Abraham · Morgan Stanley
Janis Akuna · Morgan Stanley
Martin Arinaga · Chinen & Arinaga Financial Group
Deborah Ayala · Edward Jones
Peter Backus · Morgan Stanley
Harlan B.K. Cadinha · Cadinha & Company
Harlan J. Cadinha · Cadinha & Company
Kaleialoha Cadinha-Pua’A · Cadinha & Company
Ramona Ching · Wells Fargo Advisors, LLC
Catherine Cooke · Morgan Stanley
Patrick Daily · Hawaii Wealth Management
Dann Derrick · First Honolulu Securities
Eugene Drzymala · Wedbush Securities
Kathy Frazier · Morgan Stanley
Barbara Fukushima · Merrill Lynch
Marie-Yolande Fuller · New England Financial
Karen Graham · First Allied Securities
Joseph Gronwald · Merrill Lynch
Scott Hampton · Edward Jones
Leslie Hidaka · Morgan Stanley
C. Ryan Holt · Edward Jones
Barry Hyman · FIM Group Page 10
Ronald Ikeda · Morgan Stanley
Reid Imai · Cadinha & Company
Keli’I Kiakona · Wells Fargo Advisors, LLC
Travis Kikuchi · First Hawaiian Bank
Jensen Kono · Morgan Stanley
Winnie Lam · Merrill Lynch
Rob Lansdell · Edward Jones
Curtis Lau · Merrill Lynch
Cynthia Schnack Lee · Wells Fargo Advisors, LLC
Wang Kar Lee · Morgan Stanley
Preston Lentz · Cadinha & Company
Elliot Luke · Commonwealth Financial Network
Keith Marrack · Edward Jones
Harvey McInerny, Jr. · McInerny Financial Group
Michael Moss · VALIC Financial Advisors
Lane Nakashima · Commonwealth Financial Network
David Nako · Edward Jones
Casey Rose · Cadinha & Company
Neil Rose · Cadinha & Company
Gregg Sato · Wells Fargo Advisors, LLC
Darren Schneck · Capital Asset Management
James Seto · Morgan Stanley
David Shimana · First Allied Securities
David Shores · Ameriprise Financial Services, Inc.
Richard Sloggett III · First Allied Securities
Paul Soriano · Coda Financial Group
Michael Strada · Morgan Stanley
Greig Sumida · Morgan Stanley
Gregg Takara · Morgan Stanley
Mark Tetreault · Kahala Alternative Wealth Management
Rodney Tong · HawaiiUSA Investment and Insurance Services
Bradley Totherow · Cadinha & Company
Michael Tottori · First Hawaiian Bank
David Toyomura · Morgan Stanley
Julie Ushio · Wells Fargo Advisors, LLC
Charlene van der Pyl-Chee · Morgan Stanley
Sarah-Jane Velasquez · Wells Fargo Advisors, LLC
Dondi Vinca · Wells Fargo Advisors, LLC
Colin Watanabe · National Securities Corporation
Derek Wickes · Morgan Stanley
Ian Wong · Wells Fargo Advisors, LLC
Vernon Wong · First Hawaiian Bank
Regan Yamada · American Savings Bank
Douglas Q. L. Yee · Morgan Stanley
Aileen Yoshida · Hawaii Wealth Management

Trust Services

Peter Tsukazaki · Tsukazaki & Associates

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC®] is a financial planning designation awarded by The American College.

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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