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Contact a Wealth Advisor 

A personal Wealth Advisor helps identify, protect and work toward your financial goals.

Contact a Wealth Advisor 

A personal Wealth Advisor helps identify, protect and work toward your financial goals.

AARON MONOOGAN, CRPC®

Associate Wealth Advisor

Branches served: Kahului, Wailuku, Kihei, Lahaina

P: 808-872-6322

TRACEY LYUM, CRPS®, AIF®

Vice President,
Senior Wealth Advisor

Branches served: Pearl Highlands, Pearlridge, Beretania, McCully, Kapalama, Lihue, Kapaa

P: 808-544-3634

GUIDED WEALTH PORTFOLIOS

KYLE KAGIMOTO, CRPC®

Vice President,
Senior Wealth Advisor

Branches served: Ward, Main, Kapiolani, Waikiki, Manoa, Kahala

P: 808-544-3686

JENNIFER MACARAEG, MBA, CFP®

Vice President,
Senior Wealth Advisor

Branches served: Kaimuki, Kalihi, Kailua

P: 808-291-6318

GUIDED WEALTH PORTFOLIOS

GAVIN TANIOKA

Vice President,
Senior Wealth Advisor

Branches served: Main, Ward, Kapiolani, Waikiki, Manoa, Kahala

P: 808-544-5626

TIA ROSEHILL

Paraplanner

P: 808-544-3772

MATTHEW WONG

Vice President,
Senior Wealth Advisor

Branches served: Kapolei, Ewa, Mililani, Royal Kunia Times, Wahiawa

P: 808-544-3654

GUIDED WEALTH PORTFOLIOS

DUNCAN CHUN

Vice President,
Wealth Advisor

Branches served: Kaneohe, Mapunapuna

P: 808-544-5148

Guided Wealth Portfolios

DAVID EDWARDS

Wealth Advisor

Branches served: Hawaii Kai, Hilo, Kailua-Kona

P: 808-544-3600

GUIDED WEALTH PORTFOLIOS

DESIREE TING, AIF®

Assistant Vice President,
Wealth Advisor

Branches served: Kahului, Wailuku, Kihei, Lahaina

P: 808-872-6307

GUIDED WEALTH PORTFOLIOS
The Nationwide Mortgage Licensing System (NMLS) and Registry offers consumers the ability to confirm that the bank, mortgage company and/or mortgage loan originators with whom they wish to conduct business is authorized to conduct mortgage business in their state. To access this free service, go to: http://www.nmlsconsumeraccess.org/.
View a listing of our Mortgage Loan Originators and their NMLS numbers.

These materials are not from HUD or FHA and were not approved by HUD or a government agency.
CPB