As a Wealth Advisor at Kipos Wealth, my approach to managing wealth continues to be comprehensive, starting with listening to our clients' needs and ensuring every strategy is grounded in understanding what each client aims to achieve. My commitment to simplifying complex financial matters for ...more

As a Wealth Advisor at Kipos Wealth, my approach to managing wealth continues to be comprehensive, starting with listening to our clients' needs and ensuring every strategy is grounded in understanding what each client aims to achieve. My commitment to simplifying complex financial matters for clients spans investment management, tax minimization, business exit, and estate planning services. My mission is to serve as a trusted advisor by bringing extensive knowledge, focus, and a vast array of resources to the table to help our clients define, prioritize, and accomplish their goals. I graduated from the University of Hawaii-Manoa in 2014 with a B.A. in Economics and joined Kipos Wealth with a solid background in wealth management, following my tenure at Merrill Lynch Wealth Management since 2015. My dedication to the community remains unchanged, actively volunteering with organizations such as Big Brothers Big Sisters Hawaii and Aunty Carmen's Soup Kitchen, and serving on the board of directors for the Rotary Club of Waikiki and the Shrine of Saint Therese. This commitment reflects the core values of Kipos Wealth, emphasizing the importance of community engagement alongside professional excellence.less