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Paul Y

Series 66

Honolulu, HI

Raymond James & Associates

Paul Yamashita is a financial advisor with Raymond James & Associates in Honolulu, HI, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Raymond James in 2017. Yamashita serves on the board of directors for CFA Hawaii, an organization focused on ethical and professional standards in the investment industry in Hawaii. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Alexander W

Series 66

Honolulu, HI

Raymond James & Associates

Alexander Wong is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has seven years of industry experience, including previous roles at American Savings Bank and Spector Foerst and Associates. Outside of his advisory work, he serves as a referee for the Oahu Interscholastic Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with tailored financial planning and consulting, offering a range of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Larry G

Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Larry Goeas is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is associated with a non-family trust without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ronald K

Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Ronald Kikawa is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Prior to joining Raymond James in 2017, he spent 10 years with UBS Financial Services. He serves on the 401(k) Committee Task Force at The Pacific Club, an advisory role related to human resources and retirement planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a broad nationwide adviser network and an extensive affiliate ecosystem.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Susanne M

Series 63, Series 66

Honolulu, HI

Raymond James & Associates

Susanne Millard is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Her prior roles include positions at UBS Financial Services, Citigroup Global Markets, and Merrill. She serves on the Board of Trustees at Mid Pacific Institute, where she chairs the Investment and Governance committees, and is also the Chair of the Finance Committee for the nonprofit River of Life Mission. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Shellane H

Series 66

Honolulu, HI

Raymond James & Associates

Shellane Howard is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Sportime. Howard is based in Honolulu, HI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Reid K

Series 66

Honolulu, HI

Raymond James & Associates

Reid Kobashigawa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at UBS Financial Services and PF Chang's China Bistro prior to joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized financial planning and investment consulting, with a focus on non-discretionary relationships and access to a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Karen Y

Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Karen Yasukawa is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her previous firms include UBS Financial Services, where she worked for 10 years. Outside of advising, she serves as a committee member for the nonprofit Legacy of Life, involved in budget and investment reviews. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Wesley Y

CFP®, Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Wesley Yamamoto is a CFP® with 30 years of industry experience, currently advising at Raymond James & Associates since 2017. Prior to this, he spent seven years at UBS Financial Services Inc. He serves as Treasurer on the board of Kapiolani Banyan, where he also holds a director role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by firm research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gregg M

Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Gregg Matsuura is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2017. Outside of finance, he holds a commercial fishing license in Hawaii, engaged in catching and selling bottom fish. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Davin K

Series 63, Series 65

Honolulu, HI

Raymond James & Associates

Davin Kubo is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2009 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, leveraging a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kimberly T

Series 63, Series 66

Honolulu, HI

Raymond James & Associates

Kimberly Torralva is a financial advisor with Raymond James & Associates in Honolulu, HI, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting services through a range of portfolio management styles, supported by affiliated research and sub-advisers, and offers municipal advisory services along with market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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