Kūpaʻa Financial Advisory Group

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

08/15/2025

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/12/2025

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/04/2025

Happy Independence Day!
How do you plan to celebrate this Fourth of July?

05/07/2025

What excites you most about the years after work? We can help you optimize your retirement income to help support your retirement lifestyle goals.

7 key questions and financial considerations.

04/18/2025

Best wishes for Easter and the season ahead!

04/14/2025

Get ready to file your taxes with this checklist. Discover smart tax strategies for HSA and IRA contributions, tips for next year and more.

Minimize stress during the tax filing season with this checklist.

04/04/2025

Tax Day is April 15. If you receive a refund this year, will you take a family vacation, save it for a rainy day or increase your investment contributions? We’re available to help you make the most of it.

04/01/2025

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.

11/08/2024

Join us for the Ameriprise National Day of Service

My office is proud to participate in the Ameriprise National Day of Service by supporting hunger relief efforts in our community.
Now through November 29 we’re conducting a food drive to benefit Hawai’I Foodbank. Please consider dropping off canned meals/protein/fruits/vegetables or rice the next time you visit.
For more information, contact us at (808) 784-3500.

To learn more about Ameriprise Financials’ commitment to community, visit ameriprise.com/about/community-impact.

10/07/2023

We are excited to announce we have moved our office location!

We look forward to welcoming everyone to our new office home, located in Waterfront Plaza - 500 Ala Moana Blvd., Suite 7-525, Honolulu, Hawaii 96813.