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).