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2013 Hawaii Five Star Wealth Managers

(page 4 of 11)

Three-year winner Grant K.T. Kubota, CFP®, Vice President

Grant K.T. Kubota

Vice President – Wealth Management Financial Advisor

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 individuals, families and businesses. His services include retirement and estate planning, investment analysis, and portfolio management.

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, and 2012, 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.

 

Morgan Stanley
Office: (808) 525-7921
Fax: (808) 525-6901
733 Bishop Street, Suite 2800
Honolulu, HI 96813
grant.kubota@morganstanley.com
www.morganstanleyfa.com/kubota

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. Source: NABCAP: “Premier Wealth Advisors,” Pacific Business News, July 27, 2012. 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. Premier Wealth Advisors do not 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 one client’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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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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