Honolulu, HI Bishop Street Office

Christina Hom is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a board member for the Hawaii International Film Festival and owns a restaurant called Taco Junction in Honolulu. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques and offers both retail and institutional investment services.

Lance Kakimoto is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Kakimoto serves on the board of directors for the Associated Builders and Contractors, Hawaii Chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Dean Spagnoli is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and approved planning tools to model various outcomes.

Yuka Tarui is a CFP®-credentialed financial advisor with seven years of industry experience, currently working at Morgan Stanley in Honolulu, HI. Her prior experience includes roles at Raymond James Financial Services, First Hawaiian Advisors, and Pacific Bridge Wealth Resources. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Scott Fujimoto is a Series 66-registered financial advisor with Morgan Stanley in Honolulu, Hawaii, where he has worked since 2019. He has over four years of experience at Morgan Stanley Private Bank, N.A., and a longer tenure at Costco beginning in 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.

Karelen Takara Chang is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Chang worked at Waimalu Elementary and the University of Hawaii at Manoa. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced analytical tools.

Alan Ho is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Clyde Matsusaka is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Matsusaka is actively involved in teaching yoga and fitness classes in the Honolulu area. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Donna Sah is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Naomi Marugame is a financial advisor with Morgan Stanley in Honolulu, HI, holding a Series 66 credential and five years of industry experience. She is also part owner and head of operations for Akira Collection, a small swimwear company sold online, where she contributes to sewing and business decisions outside of securities trading hours. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets.

Matthew Mccarville is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques such as Monte Carlo simulations in its planning process.

Jeanette Fernandez is a financial advisor with Morgan Stanley in Honolulu, Hawaii, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is involved in art and culture education through Intentional Teachings LLC, where she serves as a teacher. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Jaron Tsukamoto is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Thrivent Financial and related entities from 2022 to 2026, as well as at Bishop & Co. and Island Insurance Companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Franklin Portillo is a CFP® with 19 years of industry experience, currently serving at Morgan Stanley in Honolulu, HI. He has previously worked with firms including First Hawaiian Bank, Raymond James Financial, Central Pacific Bank, and LPL Financial. Portillo is a board member of FPA Hawaii, an organization focused on financial advisor education in the state. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services using structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joo Sun Kim is a financial advisor at Morgan Stanley in Honolulu, HI, holding a Series 66 designation with 10 years of industry experience. Prior to joining Morgan Stanley in 2021, Kim worked at Wells Fargo Clearing and Wells Fargo Bank from 2016 to 2020, and at LPL Financial from 2014 to 2015. During the pandemic, Kim took a one-year break from the industry. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and approved planning tools, but does not include individual security recommendations as part of standalone planning.