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Contact a Wealth Advisor
A personal Wealth Advisor helps identify, preserve and work toward your financial goals. Broker Check
TRACEY LYUM, CRPS®, AIF®
Senior Vice President and Division Sales Manger
Wealth Advisor III
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TRACEY LYUM, CRPS®, AIF®
Senior Vice President and Division Sales Manger
Wealth Advisor III
Phone: (808) 544-3634 | Email: [email protected]
BRETT SASAKI
Vice President and CPIS Operations Manager
Phone: (808) 544-1338 | Email: [email protected]
HARUKA SHOJI, CFP®
Vice President and Wealth Advisor II
Phone: (808) 544-5837 | Email: [email protected]
KYLE KAGIMOTO, CRPC®, AIF®
Vice President I Wealth Advisor II
Phone: (808) 544-3686 | Email: [email protected]
GAVIN TANIOKA, AIF®
Vice President and Wealth Advisor II
Phone: (808) 544-5626 | Email: [email protected]
DUNCAN CHUN, AIF®
Vice President and Wealth Advisor
Phone: (808) 544-5148 | Email: [email protected]
DESIREE TING, AIF®, CPFA®
Assistant Vice President,
Wealth Advisor
Phone:808-872-6307 | Email: [email protected]
TIA ROSEHILL
Assistant Vice President and Paraplanner
Phone: (808) 544-3772 | Email: [email protected]
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