James  Moriyasu,  CFP<sup>&reg;</sup> - Financial Advisor

James Moriyasu, CFP®

First Vice President, Financial Advisor

16441 Haleakala Highway
Kula, HI 96790
FINANCIAL ADVISOR'S WEBSITE
(800) 246-4050
(808) 871-2249

General

James Moriyasu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Kula, HI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Hawaii
  • Fixed annuities: Hawaii
  • Variable annuities: Hawaii

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement

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Helpful Financial Planning Resources