ADVISOR BIO

Cara Elizabeth fujie Kagawa is an active investment advisor representative. Cara is currently registered with Osaic Wealth, Inc. and has been in the industry for 10 years. Cara has earned the Series 66, Series 24, Series 7TO and SIE licenses. In addition to working as an investment advisor representative, Cara is a Business Development for Occidental Underwriters of Hawaii, LTD., Director and Secretary of Security Insurance Group, Inc., Director and Secretary of PIIKOI INVESTMENT CORPORATION, an Independent Agent and Seller for Cara Kagawa, and Corporate Secretary and Director of Occidental Underwriters of Hawaii Board. Cara also works as a First Line Supervisor, Delegate for Occidental Underwriters of Hawaii, LTD.. Cara has been associated with Osaic Wealth, Inc. since August 27, 2021.

SPECIALIZATIONS

ADVISOR BIO

Carissa Leimomi lai kah Chang is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Honolulu, HI. Chang joined the firm in June 2020 and is also a Bank Associate at First Hawaiian Bank. She is a registered representative and has been in the industry for 3 years. Chang holds a Series 7TO and SIE and is licensed in HI. She has experience working with a range of clients, including individuals, corporations, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Carl Tadashi Takata is a financial advisor who has been in the industry since 2008. Carl has a strong background in securities and investment advisory, and holds the Series 7 and Series 66 licenses, as well as the SIE exam. Carl is a Certified Financial Planner and has a track record of working with clients to develop comprehensive financial plans that address their specific needs and goals. Carl is currently affiliated with Edward Jones, a well-established firm known for its commitment to providing personalized financial guidance.

SPECIALIZATIONS

ADVISOR BIO

Carl James Yee is a financial advisor with over 28 years of experience in the financial services industry. Carl is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. in Honolulu, HI. Carl has a long history of working in the financial services industry, having previously worked with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Carl is a licensed insurance broker in Hawaii, specializing in health and group benefits. Carl also has experience as a landlord affiliate, assisting with property management for family properties. Carl is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Carlton Kazumi Kusunoki is a financial advisor with LPL Financial LLC in HONOLULU, HI. Carlton has been in the financial industry since 1986 and has held previous roles with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC., and PRUDENTIAL SECURITIES INCORPORATED. Carlton specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Carlton Ken Gushiken is a registered representative with LPL Financial LLC. Carlton has been in the financial services industry since September 1985. Carlton is registered with the state of Hawaii, Washington, and California. Carlton holds Series 7, 6, 63, and 65 licenses. Carlton has been with LPL Financial LLC since September 2009. Prior to joining LPL Financial, Carlton worked for Associated Securities Corp., FSC Securities Corporation and Sun Investment Services Company.

SPECIALIZATIONS

ADVISOR BIO

Carmen Iok sim Iao is a financial advisor with Cetera Investment Advisers LLC. Carmen has been in the financial industry since 1997 and has a Series 7, Series 63 and Series 66 license. She has experience working with LPL Financial LLC, Bankoh Investment Services, Inc., Duerr Financial Corporation, FISERV INVESTOR SERVICES, INC., Park Avenue Securities LLC, Guardian Investor Services Corporation, MONY Securities Corporation and SunAmerica Securities, Inc. Carmen specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. She also offers portfolio management for investment companies. Carmen is registered with the Securities and Exchange Commission and the state of Hawaii.

SPECIALIZATIONS

ADVISOR BIO

Cassidy Tepper is a financial advisor associated with Ameriprise Financial Services, LLC. Cassidy has been in the industry for over 10 years and has experience working at both Merrill Lynch and AXA Advisors. Cassidy has offices in Honolulu, HI and Captain Cook, HI and is registered in multiple states including Hawaii, Texas, and Arizona. Cassidy has a Series 66, Series 7 and SIE. Cassidy also has a focus on providing financial planning and portfolio management services to a variety of clients.

SPECIALIZATIONS

ADVISOR BIO

Catherine Nakamura is a financial advisor with Raymond James Financial Services Advisors, Inc. based in HONOLULU, HI. Catherine has been a registered representative since 2013. Catherine is licensed to provide investment advice in Arizona, California, Colorado, Georgia, Hawaii, Illinois, Massachusetts, Nebraska, Nevada, New Jersey, New York, North Carolina, Oregon, Texas, Virginia, and Washington. Catherine also works as a Wealth Associate for First Hawaiian Advisors, a Wealth Advisor Associate at First Hawaiian Bank, and provides life insurance products through First Hawaiian Bank Agency.

SPECIALIZATIONS

ADVISOR BIO

Cathy Hitomi Tajiri is a registered investment advisor representative. Cathy has been working in the financial services industry since 2000. Cathy has passed the Series 66, Series 7 and SIE exams. Currently, Cathy is registered as an investment advisor representative with The Rice Partnership, LLC and Wealthjar Investment Advisory, LLC. Prior to joining The Rice Partnership, LLC Cathy worked with Charles Schwab & Co., Inc. in Honolulu, HI. Cathy has also worked with American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, MN. Cathy specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS