Keith A. Chock, CFP®

Managing Director

Keith has devoted his 30 years in the financial industry to wealth management.  His prior experiences with investment products at Smith Barney, Prudential Securities, UBS Financial Services and work with insurance products at Prudential Insurance provides him the background to assist clients in all areas of their wealth planning.

Keith holds the distinguished CERTIFIED FINANCIAL PLANNER (CFP®) certification and has the Series 6,7,24, 63 and 65 securities registrations held through LPL Financial.  He also holds licenses for life, health and long-term care insurance, as well as annuities.  Keith received a B.A. degree in management from the University of Hawaii and an M.B.A. in economics from the University of Nevada, Las Vegas.

Keith is involved in the community as a trustee for the Chaminade University Educational Foundation.

Phone 808-564-0667
Fax 808-564-0651