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Board of Directors

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Chair of the Board

Guy Fujishige, CFS, CRP
Ameriprise Financial
1585 Kapiolani Boulevard Suite 1304
Honolulu, HI   96814
Phone:  808-952-1117 

President

Christine Medeiros, CFP®, CFA®
 Eagle Stategies LLC
 841 Bishop Street Suite 1900
 Honolulu, HI   96813
 Phone:  808-529-6374


President Elect & Symposium Chair

Bradley Itagaki, CFP®, CRPC
First Hawaiian Bank
999 Bishop Street Suite 2800
Honolulu, HI   96813
Phone:  808-525-6184

Treasurer

Christina Cotten,  CFP®
Andrews Advisory Associates
1188 Bishop  Street Suite 1808
Honolulu, HI  96813
Phone:  808-521-4015

Secretary

David Livingston
Ameriprise Financial
1585 Kapiolani Blvd., Suite 1600
Honolulu, HI   96814
Phone:  808-542-4945

Director -  Programs Co-Chair

Michael Bruggemann,CFP®
Ameriprise Financial

700 Bishop Street Suite 1703
Honolulu, HI   96813
Ph:  808-351-0892

Director - ProBono Chair

Wai Kee Chan, CFP®
VP, Financial Advisor
Morgan Stanley
733 Bishop Street Suite 2800
Honolulu, HI   96813
Ph:  808-525-7963

Director -  Programs Co-Chair

 Dan Falardeau
 New Direction IRA
 7 Waterfront Plaza
 500 Ala Moana Blvd Suite 400
 Honolulu, HI   9683
 Phone:  808-521-4472

 
Director - Public Relations Chair

Percy Ihara
Retirement Funding Solutions
Phone:  808-234-3117

Director - Student Development

Jeffrey Ling, CFP®
MassMutual Financial

1001 Bishop Street Suite 2600
Honolulu, HI   96813
Phone:  808-697-6446

Director - Membership Chair

Kristy Nishida, CFP®

First Hawaiian Bank
999 Bishop Street
Honolulu, HI   96813
Ph:  808-525-6277


Director - Programs Co-Chair

Jaysen Piche, CFP®
Ameriprise Financial
1585 Kapiolani Blvd Suite 1304
Honolulu, HI   96814
Phone:  808-952-9199

Director - Social Media/Socials

Christopher Prendergast
20 Degrees North Real Estate
PO Box 1488

Pearl City, HI   96782
Phone:  808-388-5555

Director - NextGen Co-chair

Megan Takagi, CFP®
Takagi and Takagi
500 Ala Moana  Blvd Suite 2-301
Honolulu, HI   96813
Phone:  808-523-6840


Director - University Coordinator

Travis Tsukayama, CFP®
Andrews Advisory Associates
1188 Bishop  Street Suite 1808
Honolulu, HI  96813
Phone:  808-521-4015

Director - NexGen Co-chair

Trish White, CFP®
Honolulu Financial Partners
7192 Kalanianaole Hwy.
Honolulu, HI   96825
Ph:  808-395-0200

   

Executive Director


Cynthia Takenaka

Phone:  808-394-3451
email:  This email address is being protected from spambots. You need JavaScript enabled to view it. 

Sponsor of the Month

Mahalo to our February 2019 Partner

SagePoint2 

 Iyana Harris
 


Mahalo to our January 2019 Partner

 Campbell Company

John Hampton


Mahalo to our August 2018 Partner

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John Melchor


Mahalo to our July 2018 Partner

CopelandInsGroup

Margaret Wong
Phone:  808-591-4877


Mahalo to our June 2018 Partner

 ivy investments logo 3c RGB BLACK
JJ Wenrich


Mahalo to our May 2018 Partner

jpm asset mgmt

Brendan Coyne, CIMA®
Phone:   415-420-5915


Mahalo to our April 2018 Partner

 hartford funds logo

 Joshua West


Mahalo to our March 2018 Partner

 cantor fitzgerald
John Grady

    


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