portrait of James Ka
FINANCIAL ADVISOR

James Ka

CFP®, ChFC®, CPWA®, CEPA®, AAMS™, CRPC™, CRPS™
500 Ala Moana Blvd Ste 3a, Honolulu, HI 96813opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volleyball
  • Golfing
  • Health & Nutrition

Team Members

  • Bobby Cooksey
    Sr. Branch Office Administrator
  • Mitch Anderson
    Branch Office Administrator
  • Shu Li
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(808) 532-6155

Fax

(855) 288-9339

Office Address

500 Ala Moana Blvd Ste 3a
Honolulu, HI 96813opens in a new window

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