Cory Michael Nakamura CFA, CFP®, PPC®

Chief Investment Strategist

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A graduate in finance from the University of Hawaii at Manoa, Cory provides investment management guidance in daily operations and is an owner of Mosaic Pacific Investment Advisors LLC.  He also provides financial planning to firm clients, as well as strategies for small businesses and entrepreneurs. 

 

Previously, Cory helped launch and manage a publicly-traded low-volatility equity mutual fund. He also assisted clients with portfolio implementation and strategy for various securities including equities, options, corporate bonds, and Hawaii municipal bonds. 

 

Cory joined the Shidler Alumni Association Board in 2004 and has served as the organization's past-president. He helped launch the Shidler DAP Mentoring program and currently serves as its committee chair. 

 

He is a member of the Financial Planning Association, a member of the CFA Hawaii, and a member of the Outrigger Canoe Club in Honolulu. Cory is also a coach at the Outrigger and enjoys competitive canoe racing.

 

He is a Chartered Financial Analyst® (CFA) charter holder, a CERTIFIED FINANCIAL PLANNER (CFP®) Professional and a Professional Plan Consultant (PPC®).

 

Learn about the CFA designation.

Learn about the CFP designation. 

 

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

615 Piikoi Street, Suite 812 | Honolulu, Hawaii 96814 | (808) 591-1200

 

Investment Advisory Services offered through Mosaic Pacific Investment Advisors, LLC, a Registered Investment Advisor in the State of Hawaii.

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