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2013 Hawaii Five Star Wealth Managers

(page 6 of 11)

2013 winner Janis Akuna, CFP®, CIMA®, Vice President, Wealth Advisor

Janis Akuna

Financial Advice Aligned With Client Values

• Wealth and money management

• Financial and retirement planning

• Alternative investments

With 35 years in the investment, money management and financial planning business, I work closely with high-net-worth individuals and institutional clients who share similar values and investment philosophies. Services provided include wealth management, asset allocation analysis, retirement planning, including 401(k) and pensions, alternative investments, private equity and annuities.

 

Morgan Stanley
(808) 525-6934
733 Bishop Street, Suite 2800
Honolulu, HI 96813
janis.akuna@morganstanley.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with  ame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)® and Certified Investment Management AnalystSM. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Life insurance, disability income insurance and long-term care insurance are offered through Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors regarding any potential tax and related consequences of any investments made under such account. © 2013 Morgan Stanley Smith Barney LLC. Member SIPC.

 


 

Left to right: Three-year winner Peter Backus, CFA®, Sr. Vice President, Wealth Advisor; 2013 winner Catherine Cooke, Vice President, Wealth Advisor; Davin Kubo, CIMA®, Sr. Vice President, Wealth Advisor

Backus, Kubo & Cooke

Humble Thanks to Our Clients for Their Trust and Support

• Graystone Institutional Consulting

• Family Wealth Director

• Innovative income strategies

We wish to profoundly thank our clients who have been so gracious in their trust and continued business. Both our institutional and individual clients feel like extended family in our lives.

 

Graystone Consulting
(808) 525-6030
733 Bishop Street, Suite 2800
Honolulu, HI 96813
fa.morganstanleyindividual.com/backuskubocookegroup

© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

 

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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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