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Alan H. Kodama, CLU®, CFS®Honolulu and Maui Offices

Alan H. Kodama, CLU®, CFS®

Honolulu and Maui Offices

CEO & President

Resides in Honolulu, HI with daughter, Camille and son, Cal. Enjoys organic and agricultural hobbies and is an avid hunter, golfer and fisherman.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments

Interests

Family Activities, Traveling, Outdoor Sports, Coaching Youth Teams

Community participation

Member, Waialae Country Club; Member, Japanese Chamber of Commerce; Coach, Youth Sports; Parent Volunteer, Punahou School & Hanahau'oli School ; Volunteer, Young Mens Christian Association (YMCA)

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2020**
  • Barron's® Top 1,200 Financial Advisors #1 Advisor in Hawaii, 2015 & 2016**
  • Five Star Wealth Manager, 2012-2019*

Qualifications

  • CFS® Certified Fund Specialist
  • CLU® Chartered Life Underwriter®
  • CA Insurance Lic#OH74281

Education

B.B.A., Finance, University of Hawaii Manoa Campus, Honolulu, HI 1988

*Award based on 10 criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2012-2019 years won of Five Star Wealth Managers.
**Barron’s Top 1200 Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

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