Wealth Planning and Investments
Wealth Planning and Investments
Don’t just dream. Plan.
Wealth planning and investment solutions to help grow
and protect your wealth.
Solutions to Grow and Protect Your Wealth
Central Pacific Bank’s Wealth Advisors provide a comprehensive planning process and customized solutions that address the complexity of your finances and brings clarity to your financial future.
Our planning process will help you:
- Understand your finances from a holistic point of view
- Create integrated strategies that take all of your financial activities into account
- Identify short- and long-term goals and the steps needed to achieve them
- Track your progress and make adjustments as your circumstances change
Our Wealth Planning and Investment Solutions
Wealth Planning
- Income Planning
- Retirement Planning
- Asset Allocation
- Distribution Planning
- Cash Flow Analysis
- Insurance Planning
- Business and Succession Planning
- Legacy Planning
Investments
- Advisory/Managed Accounts
- Exchange Traded Funds
- Fixed and Variable Annuities
- Insurance
- Mutual Funds
- Stocks
- Structured Products
- 529 Savings Plans
- Unit Investment Trusts
- Brokered CDs
- Bonds
Find Your Wealth Advisor
Your Wealth Advisor will work with you to understand your needs and build a diversified portfolio of well-managed investments to optimize potential returns, minimize risk, and monitor the progress of your strategies.
“CPB gives us financial peace of mind. We trust them.”
- Scott and Joey Inatsuka, Inatsuka Engineering
We started our engineering consultancy in 2011, and when we were doing our business plan, we reached out to Central Pacific Bank... who really helped. Those first years were tough, but CPB was always there for us.
It’s been... years now, and it has made a huge difference. We just had no clue there was a financial support system like this.
Wealth Planning and Investments News
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Have a Wealth Advisor contact you to discuss your financial future.
INVESTMENTS ARE:
NOT INSURED BY FDIC OR ANY GOVERNMENT AGENCY • NOT A DEPOSIT OR OBLIGATIONS OF CENTRAL PACIFIC BANK OR IT'S AFFILIATES • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL, AND MAY GO DOWN IN VALUE