Wealth Advisors
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.
We Help You Set Objectives
We get to know your current financial situation and objectives inside and out. We make it our business to understand your comfort level and the risks you are willing take to tailor a specialized plan that works for you.
We Work With You to Develop an Asset Allocation Strategy
We help you strategize which asset classes are best for your portfolio, and what the percentage of each should be to potentially enhance returns and lower your overall risk.
We Evaluate Investments and Help You Select the Appropriate Ones
Because we get to know you, we are able to cut through the tens of thousands of investment options available to offer you only the ones that focus on your objectives.
We Stick With You, Every Step of the Way
Developing your plan is only the start. Once your investment strategy is in place, we conduct comprehensive periodic reviews of your investment objectives, your portfolio’s performance, and your overall progress of achieving your financial goals.
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.