Charting a Course for Family Security

Resources

Trust Companies:

Bank of Hawaii  www.boh.com or call Billy Pieper: 694-4825

First Hawaiian Bank www.fhb.com or call Jodene Arakaki: 525-6232

Central Pacific Bank www.cpbi.com or call Catherine Fujisaki: 544-6800

Accountants:

Kailua:

June Russell, C.P.A  263-6900

Diane M. Sandlin, C.P.A.  261-6847

Tammy Ho, C.P.A. 266-1800

Aiea:   

James K. Michishima www.imacpa.com

Downtown:

Gayle Tasaka, C.P.A. 628-6750

East Oahu (Kaimuki/Hawaii Kai):

Kevin Nitta, E.A. 395-5492

Financial Planners:

Jodi Nozoe-Chang, CFP (UBS) 526-6989

Bill McRoberts,CFP,CLU,ChFC,EA www.mcrobertsandassociates.com

Linda Scheideman CFP (New England) 521-0818

Steve Davidson, CFP 532-2131

Les Andrews, CFP 521-4015 www.AndrewsLLC.com

Jerri Jessop, MBA 792-5958

Ian Fitz-Patrick (Merrill Lynch) 525-7323

Life Insurance Agents:

Gary Powell (New England) 521-0818

Cam Cavasso (Mass.Mutual) 537-4591 Ext.225

John I. Seth, CLU (Prudential) 566-6777 Ext.5122

Leo Kauhini (John Hancock) 255-5985

Appraisers:

Richard B. Dole ASA,CFA,CFP (Business) 537-6007 www.dolecapital.com

Eddy N. Kemp, CPA (Business) 239-9300

Miscellaneous:

Hawaii Dept. of Taxation  www.state.hi.us/tax

Internal Revenue Service - Forms www.IRS.gov

 


Downtown Office

Pacific Guardian Center
733 Bishop Street
Suite 2357
Honolulu, HI 96813

Kahala Office

Kahala
1215 Hunakai St
Suite 209
Honolulu, HI 96816

Leeward Office

Newton Square
98-1247 Kaahumanu Street
Suite 221
Aiea, HI 96701

Windward Office

Kailua
1247 Kailua Road
Suite D
Kailua, HI 96734