Honolulu, HI Office

Kawena Vierra is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and five years of industry experience. Her work background includes roles at Hawaiian Airlines Inc. and the Hawaii State Public Library System. Outside of financial advising, she works as a freelance illustrator and artist on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-based investment strategies. The firm operates at scale with thousands of advisors and offices, offering services primarily to individual investors rather than institutional clients.

Alvin Hirata is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also works with Primerica Financial Services. Outside of his advisory role, he serves as treasurer for Hale Molowa Inc., a corporation managing a real estate property in Hawaii, where he oversees financial responsibilities without compensation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Cynthia Gagnon is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked with Primerica Advisors since 2005, with a brief interval, and has been involved with Masa & Joyce, LLC since 2013. Outside of her advisory role, she also earns compensation through sales and referrals of loan products, home security, automation, and related services with affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-driven strategies and a limited set of discretionary separately managed accounts under a wrap-fee structure.

Joseph Almeida Jr. is a financial advisor with Primerica Advisors in Kapolei, HI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Almeida also owns Shego, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Donna Kakazu is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2004 and has also held positions at the Department of Education since 2007. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and employs an operational model that includes independent due diligence and delegated trading through BNY Mellon Advisors.

Sheryl Kozuma is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has been with Primerica Financial Services and its affiliated advisory firm since 2000. Outside of her advisory role, she is involved in business activities including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Michael Martinez is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at P&J Family Services, MAPJ SALES LLC, PFS Investments Inc., PHNSY, Honeywell International Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven recommendations managed by unaffiliated asset managers.

Samuel Acosta is a financial advisor with Primerica Advisors in Kapolei, HI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment services.

Sade Mizusawa is a financial advisor with Primerica Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to her current role starting in 2019, she worked at Sacred Hearts Academy and had brief involvement with Bubbies Homemade Icecream. Outside of advisory work, she is involved in business activities related to Primerica Mortgage, home security referrals, and operates Empowered Capital Strategies, LLC for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, employing model-delivery strategies supported by third-party asset managers and custodians to provide a range of investment approaches.