1188 Bishop Street,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
I am the owner of Vision Wealth Strategies in Honolulu, Hawaii. I am also the president at CS Accounting & Tax Services Inc., (www.cscpahi.com) (CSATS) a CPA firm in Honolulu specializing in accounting and tax consulting for small businesses and individuals.
While my background has been that of an accountant, many of my clients have asked for services that required additional licensing and because many financial decisions also have accounting and tax implications that led to the path of expanding my service offerings through a separate financial services company.
My career path has not been a typical one for a financial advisor and accountant and has allowed me a broad range of experiences that I bring to the table. Previously I was the Director of Financial Reporting at The Gas Company (now Hawai’i Gas), a gas utility company in Honolulu and the Assistant Controller for Alexander & Baldwin in Corporate Accounting.
I began my accounting career as an auditor with Ernst & Young in the Honolulu office where I was an audit manager before joining Alexander & Baldwin. As an auditor I was fortunate to experience a wide variety of industries that still provides benefits many years later.
Before my CPA career I served as a nuclear trained mechanical engineer aboard two fast attack submarines based in Pearl Harbor, and had the opportunity to visit many countries along the Pacific Rim. After my tour of duty in the US Navy I brought my engineering experience to the H-Power plant in Kapolei, Hawaii where I was fortunate to be part of the startup team bringing the plant into operating status.
I am a CPA licensed in Hawaii and attended Hawaii Pacific University for my accounting degree and the University of Hawaii for my MBA (EMBA 14).
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.