Honolulu, HI South St Office

Alika Garcia is a financial advisor with Ameriprise in Mililani, HI, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advice, primarily for clients with assets managed within Ameriprise accounts.

Jake Tsukada is a financial advisor with Ameriprise in Honolulu, HI, holding Series 65 and Series 63 licenses. He has one year of industry experience and has previously been involved with the University of Hawaii, University of Portland, and Punahou School. He is also a member of the Rotary Club of Pearl Ridge. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ross Shimokawa is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, Shimokawa serves as president of the Kalani Falcons Band Boosters and as a director-at-large for ’Ahahui Koa Anuenue. Ameriprise offers retirement income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, emphasizing Ameriprise-managed accounts and algorithmic support in its advisory process.

Reese Kisaba is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Kisaba worked at the University of Hawaii Office of Admissions and the University of Hawaii at Manoa. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on sustainable income and tax-aware withdrawal strategies.

Megan Viloria is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2020 and has prior experience at Varsity Tutors, Rover, and the Arizona Department of Education. Viloria serves on the Pacific Buddhist Academy Alumni Board. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on tax-aware withdrawal strategies and reliable income sources.

Kate Cordero is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2010, including its predecessor entity, Ameriprise Financial Services, Inc. Outside of her advisory role, she is a notary in Honolulu, HI. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.