“Chance favors only the prepared mind…”
— Louis Pasteur, 1854
Background
Chad Kunihisa is a CFP™; Certified Public Accountant; State of Hawaii Licensed Life, Health and Disability Producer; Registered Representative and an Investment Advisor Representative with LPL Financial.
After graduating with a Bachelors Degree in Accounting from the University of Hawaii in 1994, he worked for a national accounting firm in Honolulu, KPMG. At the company he served as a Tax Manager specializing in corporate and high net worth individual taxes.
To provide clients proactive financial advice, he was a Financial Consultant with AXA Advisors. Offering a range of investment and insurance alternatives, he managed individual investment portfolios, produced personal financial plans and assisted with estate planning for high net worth clients. A life-long Hawaii resident, he conducts regular client seminars and branch training sessions. He is a member of the Hawaii Society of CPA’s and the Financial Planning Association.
Services
Through a strategic alliance between the Aloha Pacific FCU Chad offers unbundled financial planning services under a fee or commission agreement as directed by the client.
Products offered for sale meet objective screening process. Advice includes the areas of:
- Retirement & Estate Planning
- Portfolio Management (Asset Allocation)
- Tax Advantaged Investing
- Education Funding
- Life Insurance & Long-Term Care
Philosophy
With experience in tax accounting, insurance, and investments, Chad specializes in helping individuals plan, set and achieve their financial goals through sound portfolio diversification and insurance protection. If you need advice on:
- Funding Your Retirement
- Saving for a Quality Education
- Reducing Your Taxes
- Developing an Investment Strategy
- Protecting Your Current and Future Assets
Contact Chad to arrange a Free, Private Consultation.