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Cory Nakamura, CFA, CFP®, PPC®, 18 years of investment management experience and holds the Chartered Financial Analyst, Certified Financial Planner, and Professional Plan Consultant designations. 

 

Brian Ishihara has over 30 years of experience in investment management and trading. He spent more than 15 years at Charles Schwab in trading and client service. 
 

David Kirkeby, CFP® has over 30 years of experience with investment management and 401k plan design, implementation, and management. He is a Certified Financial Planner Professional. 
 

Matt Tanaka is the Chief Compliance Officer and has over 30 years of experience in the investment management field.