Central Pacific Investment Services
Central Pacific Investment Services
We are a team of highly skilled professionals with vast experience in providing investment services, together with LPL Financial.
ABOUT CENTRAL PACIFIC INVESTMENT SERVICES
Central Pacific Investment Services specialize in helping you pursue your financial goals. Through an investment strategy designed to address your needs, we can help you determine whether you are saving enough money to pursue your important financial objectives.
ABOUT LPL
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting wealth advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their client pursue their financial goals.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
WEALTH PLANNING
The Wealth Advisors at Central Pacific Investment Services work with you to decide your long-term financial objectives. We develop a detailed savings and investing strategy to help you pursue them.
GUIDED WEALTH PORTFOLIOS
Our Guided Wealth Portfolios (GWPs) combine digital technology with a personal, one-on-one relationship with a financial advisor. You can access your information online 24/7, or on the phone with your GWP advisor during normal business hours.
INVESTMENT MANAGEMENT
It can be daunting to try and determine the best asset allocation and investments, let alone tracking performance to ensure your plan is working for you.
ONLINE SERVICES
Get access to your account balances, trade histories and positions with LPL Account View. Your information is updated at the end of each business day, allowing you to conveniently access account data.
WEALTH ADVISORS
Our highly qualified team of wealth advisors are registered in both securities and life insurance. We’re ready to provide you with suitable investment advice and financial services for your personal and professional success.
SUSTAINABLE INVESTING AND ESG
Central Pacific Investment Services is proud to offer a wide range of sustainable investment options through LPL Financial that consider positive environmental, social and governance (ESG) strategies.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SECURITIES AND ADVISORY SERVICES ARE OFFERED THROUGH LPL FINANCIAL (LPL), A REGISTERED INVESTMENT ADVISOR AND BROKER-DEALER (MEMBER FINRA/SIPC.) INSURANCE PRODUCTS ARE OFFERED THROUGH LPL OR ITS LICENSED AFFILIATES. CENTRAL PACIFIC BANK AND CENTRAL PACIFIC INVESTMENT SERVICES ARE NOT REGISTERED AS A BROKER-DEALER OR INVESTMENT ADVISOR. REGISTERED REPRESENTATIVES OF LPL OFFER PRODUCTS AND SERVICES USING CENTRAL PACIFIC INVESTMENT SERVICES, AND MAY ALSO BE EMPLOYEES OF CENTRAL PACIFIC BANK. THESE PRODUCTS AND SERVICES ARE BEING OFFERED THROUGH LPL OR ITS AFFILIATES, WHICH ARE SEPARATE ENTITIES FROM, AND NOT AFFILIATES OF, CENTRAL PACIFIC BANK OR CENTRAL PACIFIC INVESTMENT SERVICES. SECURITIES AND INSURANCE OFFERED THROUGH LPL OR ITS AFFILIATES ARE: | NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE|
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.