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2013 Hawaii Five Star Wealth Managers

(page 8 of 11)

Left to right: Gabrielle “Gabie” Holy; three-year winner Joseph Rothstein, Financial Advisor, CFP®, CFS®, CRPC®; Cami Kamano; Alan Aloiau

Joseph Rothstein

An Ameriprise Platinum Financial Services® Practice

• Dynamic retirement income strategies

• Customized investment management

• Comprehensive financial planning

We believe that the true measure of financial security is peace of mind about your future, grounded in a solid financial blueprint. Our process of analyzing your unique situation and goals leads to specific plans for wealth management, retirement income, and tax and estate planning strategies. We pride ourselves on exceptional service to help you reach the goals that are closest to your heart, through a relationship based on personalized, knowledgeable advice.

 

Ameriprise Financial
(808) 952-1222, Ext. 1239
1585 Kapiolani Boulevard, Suite 1100
Honolulu, HI 96814
Joseph.B.Rothstein@ampf.com
ameripriseadvisors.com/joseph.b.rothstein

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.

 


 

Three-year winner Julie Ushio, First Vice President – Investments

Julie Ushio

Trusted Investment Advice

• Customized investment strategies

• Advising families and businesses

• Goals-based investment planning

Communication, clarity and trust are the foundations of my business. Over the past 25 years, I have worked with clients to clarify their financial goals and create investment strategies to  t their needs. Whether it is retirement plans for individuals or businesses, college savings, estate investment planning, or life or long-term-care insurance, my goal is to help my clients develop and monitor their investment plans.

 

Wells Fargo Advisors
(808) 547-5270
1001 Bishop Street, Suite 1900
Honolulu, HI 96813
julie.ushio@wfadvisors.com

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. 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 1212-01632 12/12/12].

 

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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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