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Central Pacific Investment Services Hero C

Contact Us

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

CPB People Panel

Tracey Lyum, CRPS®, AIF®

Vice President,

Senior Wealth Advisor

P: 808-544-3634

Guided Wealth Portfolios

With over 20 years in the financial industry, Tracey’s experience includes retirement planning, investments, insurance, and branch management. This knowledgeable background allows her to understand the complexities of the banking systems, as well as how the departments can work together to serve the customer’s best interest. As a Chartered Retirement Plan Specialist and FINRA Representative with Series 6, 7, 63 and 65 licenses, she takes a comprehensive approach to customizing the optimal strategy for each client’s income level, risk tolerance, and financial goals. Tracey earned her Bachelor of Business Administration degree in finance and computer science from the University of Hawaii at Manoa, and enjoys serving on the board of the Punahou Parent Faculty Association and volunteering with the Honolulu Marathon Clinic.

Tracey services the following branches: Beretania, Kapaa, Kapalama, Lihue, Pearl City Don Quijote, Pearlridge, and Pearl Highlands.

Lyum Recognized as one of LPL Financial’s Top Financial Advisors.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DC, FL, HI, IL, MA, MO, NV, NY, OR, TX, UT, VA, WA.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.) Insurance products are offered through LPL or its licensed affiliates. Central Pacific Bank and Central Pacific Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Pacific Investment Services, and may also be employees of Central Pacific Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Pacific Bank or Central Pacific Investment Services. Securities and insurance offered through LPL or its affiliates are: | Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value|

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