Honolulu, HI 1585 Kapiolani Blvd Ste 1304 Office

Mark Kobayashi is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2019, with prior experience at Bank of America and Merrill. He is also involved in fiduciary activities as a trustee. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Jennifer Du Forstner is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that includes tax-aware withdrawal strategies and Social Security claiming options.

David Edwards is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Central Pacific Bank. Outside of his advisory role, he owns DAE Group LLC, which manages direct payments from his Medicare sales business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient recommendations through a centralized consulting team.

Kristen Moura is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has held roles at Ameriprise since 2017 and worked previously with Royal Alliance Associates, Signator Investors, and Mark S. Shirakata. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service combines research, third-party data, and algorithmic tools to provide tailored recommendations within a defined investment framework.

Debra Bennett is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its predecessor firms since 1986. Outside of her advisory role, she is involved in real estate ownership in Hawaii. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Guy Fujishige is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dondi Vinca is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Rayna Tanaka is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Ameriprise since 2015, initially with Ameriprise Financial Services, Inc., before joining Ameriprise in 2020. In addition to her advisory role, Tanaka maintains a tax practice as a CPA. Ameriprise is a large institutional firm serving clients primarily through retirement-income planning services targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, supported by algorithmic automation and oversight committees.

Elsa Jane Mateo is a financial advisor at Ameriprise in Honolulu, HI, holding a Series 66 designation with one year of industry experience. Before joining Ameriprise in 2021, she worked at Hawaii Medical Service Association and was involved in the restaurant industry for eight years. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Toddi Nakagawa is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 25 years of industry experience. Nakagawa has been with Ameriprise and its affiliated entities since 2000. Outside of advising, Nakagawa is involved in authoring books, converting them to e-books and audiobooks through TLN Publishing Solutions LLC, and also participates in vehicle renting via Turo. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jaysen Piche is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated companies since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Livingston Takane is a Series 66-licensed financial advisor with 20 years of industry experience, currently affiliated with Ameriprise in Honolulu, HI. He has worked at Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning using a centralized team and proprietary tools, with a minimum asset requirement and investment options influenced by affiliated product relationships.

Kase Kuroiwa is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning their industry career in 2024. Prior to entering the financial sector, Kuroiwa was involved with Bricks4Kidz in 2022 and attended Waseda University from 2021 to 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized planning through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Sean Calles is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Donna Yoshida is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income stability and tax-aware strategies.