Honolulu, HI 700 Bishop St Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

14

Of 12,773 advisors across 4,085 offices

Location

700 Bishop St, Ste 1703

Honolulu HI 96813

Advisors at this office

14

Advisors at this office

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Gail H

CFP®, Series 63

Honolulu, HI

Ameriprise

Gail Hamada is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 after 15 years with Ameriprise Financial Services, Inc. She is based in Honolulu, HI and holds a Series 63 license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach involves collaborative planning supported by proprietary research and algorithmic tools, with distinctive enrollment criteria and an investment platform influenced by its affiliated product ecosystem.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chrissy K

Series 63, Series 66

Honolulu, HI

Ameriprise

Chrissy Kim is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise since 2017, including prior experience at UBS Financial Services. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brayden M

Series 66

Honolulu, HI

Ameriprise

Brayden Miyashiro is a financial advisor with Ameriprise in Waipahu, HI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports that address income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured program that emphasizes managed accounts and uses algorithmic tools to support its recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Scott H

Series 66

Honolulu, HI

Ameriprise

Scott Hamilton is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at First Hawaiian Advisors, Raymond James Financial Services, First Hawaiian Bank, and BancWest Investment Services. He has also been self-employed since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Stacia M

Series 63

Honolulu, HI

Ameriprise

Stacia Murray is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 26 years of industry experience. She has worked with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves on the boards of directors for Royal Hawaiian Properties, Inc. and One Waterfront Towers. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jared Y

Series 66

Honolulu, HI

Ameriprise

Jared Yuen is a Series 66-registered financial advisor with Ameriprise, based in Honolulu, HI, and has 19 years of industry experience. He has been with Ameriprise Financial Services since 2007, including six years with the current Ameriprise entity. 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 ongoing annual advice focused on retirement income planning, using a non-discretionary approach supported by proprietary research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lincoln K

CFP®, Series 63

Honolulu, HI

Ameriprise

Lincoln Koike is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Koike serves on the Board of Directors of the Hawaii Youth Athletic Organization, where he is Vice President. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian I

Series 63

Honolulu, HI

Ameriprise

Brian Iha is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sandra Y

Series 63, Series 65, Series 66

Honolulu, HI

Ameriprise

Sandra Yorong is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Ameriprise in various capacities since 2005. Outside of her advisory role, she is the owner of a holding company for a published book and operates a retail business in Waipahu, Hawaii. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason F

Series 66

Honolulu, HI

Ameriprise

Jason Fong is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc., Da Hawaiian Poke Company, and DoubleTree by Hilton. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael B

CFP®, Series 66

Honolulu, HI

Ameriprise

Michael Bruggemann is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Advisors Inc., SagePoint Financial, and Lrc, Inc. He serves on the Board of Directors for the Financial Planning Association of Hawaii and is involved as Treasurer and a member of the Continuing Education Advisory Committee, as well as a Board Governor for the Pacific Club in Honolulu. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Rylen O

Series 66

Honolulu, HI

Ameriprise

Rylen Ochiai is a financial advisor at Ameriprise with two years of industry experience. He previously worked at First Hawaiian Bank for five years and served as an assistant at Wealth Managing Partners for two years. He holds the Series 66 designation and is based in Honolulu, HI. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Sunghee S

Series 66

Honolulu, HI

Ameriprise

Sunghee Shin is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked at Jason J. Lee CPA Inc for nine years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Curtis W

Series 66

Honolulu, HI

Ameriprise

Curtis Watasaki is a Series 66-licensed financial advisor with Ameriprise in Honolulu, HI, and has 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Curtis coaches at Punahou School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with a client’s financial advisor.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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