CKW awards and achievements:- Ranked a Top 300 Financial Advisor by Financial Times, 2014 and 2015-Top ranked Global Balanced Hybrid 3-year return for Morningstar’s ETF Managed Portfolio Landscape Summary 2013 Q4 report- Ranked in the Top 2% for Morningstar’s Moderate Balanced universe, 2012- Ranked 39th Fastest Growing RIA by Investment News, 2010- Ranked Top 25 Women RIA by Wealthmangement.com, 2012, 2013, 2014 , and 2015- Ranked Hawai’i’s #1 Advisor by Hawai’i Business News, 2006- Opportunistic Global Balanced strategy can be found on several platforms: Envestnet, iShares Connect Program, Fidelity Separate Account Network, Morningstar, eVestmentTeaching and educational experience:- Earned his Certified Investment Management Analyst’s (CIMA) accreditation through the University of Pennsylvania’s Wharton School of Finance in 1993- received his Bachelor’s Degree in Finance from the University of Hawaii at Manoa- Associate faculty for Wharton School of the University of Pennsylvania- Associate faculty for College for Financial Planning Program- Taught “Manager Search & Due Diligence” for Investment Management Consultants Association’s(IMCA)Skills and specialties - Asset Allocation- Strategic Wealth Planning- Estate Planning- Client Strategies- Retirement PlanningCurrent and prior community involvement:- Chair for the YMCA of Hawaii-Metro- Friends of Waikiki Aquarium- Honolulu Police Community Foundation- Finance chair for St. Francis School- Chairman for the Nominating Committee for The Boy Scouts of America – Aloha Council- Served the University of Hawaii Foundation – President’s Club- Hawaii Building and Construction Trades CouncilWork history - CKW: Principal, Co-Founder- Morgan Stanley: Senior Vice-President, Senior Institutional Consultant, regional ESOP Specialist, Estate Planning Consultant and Senior Portfolio Manager- Merrill Lynch: Senior Vice-President of Investments, Institutional Consultant