Meet Alissa Kimura
Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of my services. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Alissa Kimura
Founder, Investment Advisor Representative
Alissa Lerner Kimura, CPFA, BFA
CA Insurance License #OF72667
Alissa, also known as Mother Hen, supports her clients in achieving long-term financial goals through strategic planning and asset management. With a career spanning over 25 years in financial services, including roles at Morgan Stanley, AXA Advisors and other major financial institutions, she has received national recognition and completed certification at the Wharton School as an At Retirement Planner. A passionate educator and community advocate, Alissa actively mentors’ students, facilitates financial workshops and serves on several nonprofit boards.
Alissa holds degrees from Hawaii Pacific University and the American Conservatory of Theatre and is a Certified Financial Planner candidate. She resides in Mililani, Hawaii with her husband, Brian, and has three children, Braden, Baron & Brooke. Alissa enjoys beach days, cooking up new recipes and the art of ichibana (creating floral arrangements).
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.