OUR MISSION

FPA of Hawaii strengthens our community by building an organization of financial professionals dedicated to helping the members/our clients achieve their financial and personal objectives through the financial planning process. We enhance the growth and financial success of our members by providing educational and networking opportunities while upholding the highest standards of ethics and integrity.

VISION STATEMENT

The primary aim of FPA is to benefit the public by helping to ensure that financial planning is delivered through competent, ethical financial planners.  FPA is the community that fosters the value of financial planning and advances the financial planning profession.  The FPA aim is achieved through its objectives:

• To promote the value of the financial planning process as a way for people to achieve their goals and dreams, and to promote the CFP® licensee as the professional best able to help individuals do so.
• Provide educational and networking opportunities to assist members in their efforts to achieve personal and professional fulfillment.
• Build and retain a growing membership with a shared vision.
• Unify the voice, focus, and resources of the financial planning community.

Your Partner in Planning. Your Path to Growth.

🌺 Join Hawaii’s Hub for Financial Planning Excellence
FPA of Hawaii helps you grow your practice, connect with peers, and serve with purpose—all while upholding the highest standards of ethics and integrity.

💼 Grow professionally through continuing education
🤝 Build your network with like-minded professionals
🌱 Make a difference in the community you serve

WHAT TO EXPECT IN 2025

January 14 - Patrick Grahek with Goldman Sachs: Invest for Success with the High Net Worth: Preserve, Enhance, & Transfer Wealth
February 11 - Janet Koh with New York Life Investments: Client Acquisition & Client Retention, Working with Women Investors
March 11 - Jack Fladeland & John Saxton with Invesco: Alternative Playbook
April 08 - Travis Motosue & Ed Motosue with Financial Benefits Insurance: Navigating Medicare During These Changing Times
May 13 - Stephanie Nomura with Bishop Street Funds: Investing in Hawaii Municipal Bonds
June 10 - Brendan Coyne & Bob Fields with JP Morgan: Navigating Today’s Fixed Income Markets
July 08 - Ramiro Higuera & George Milling-Stanley with State Street Global Advisors: Emerging Trends in the Gold Market
August 12 - Michael Manago & Reid Smith with Bank of Hawaii: The Mechanics of Bond Portfolio Management Around a Risk Factor Investing and Attribution
September 09 - Chad Ruehs with John Hancock: Empowering Business Owner Conversations
October 14 - Tristan Soriano with Brighthouse Financial: TBA
November 06 - FPA Hawaii 2025 Symposium at Oahu County Club 


Please visit the CHAPTER EVENTS page for more information on how to reserve your spot! 

Note: All events are subject to change. Registration for each meeting opens monthly. Stay tuned for updates!