I offer an analysis of your current financial situation and help you:

• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps if present, and offer solutions to fill them

Professional achievements:
CERTIFIED FINANCIAL PLANNER™ Professional

Notary Public

Affiliations:
-Financial Planning Association, Board of Directors, member since 2004
-National Association of Insurance and Financial Advisors, member since 2005

-Hawaiian Community Lending, Board of Directors since 2009

Education:
-University of Hawaii at Manoa, Bachelor of Business, Finance
-University of Hawaii at Manoa, Bachelor of Arts, Economics
-Golden Key International Honor Society
-Mortar Board National Honor Society, Director of Finance
-Dean’s List
-Instructor, “Survey of Economics”