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Contact a Wealth Advisor

A personal Wealth Advisor helps identify, preserve and work toward your financial goals.

         
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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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BRETT SASAKI

Vice President and CPIS Operations Manager

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HARUKA SHOJI, CFP®

Vice President and Wealth Advisor II

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KYLE KAGIMOTO, CRPC®, AIF®

Vice President I Wealth Advisor II

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GAVIN TANIOKA, AIF®

Vice President and Wealth Advisor II

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MATTHEW WONG

Vice President and Wealth Advisor II

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DUNCAN CHUN, AIF®

Vice President and Wealth Advisor

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AARON MONOOGAN, CRPC®

Wealth Advisor

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SHAWN P. GORMLEY

Vice President and Wealth Advisor

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DESIREE TING, AIF®, CPFA®

Assistant Vice President,
Wealth Advisor

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TIA ROSEHILL

Assistant Vice President and Paraplanner

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JONATHAN ROSSI, CRPC®

Wealth Advisor

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