Merrill Lynch Financial Advisor Milton T Kawasaki 1003 Bishop Street, Honolulu, HI 96813

Merrill Lynch Financial Advisor Milton T Kawasaki is a finance institution located at 1003 Bishop Street, Honolulu, Hawaii, United States. Specializing in working with selected families to identify and achieve their financial goals, while preserving and growing their assets. With over 35 years of experience at Merrill Lynch, Milton provides institutional investment management consulting to individual, corporate, and non-profit clients. He holds professional designations as a Certified Investment Management Analyst® (CIMA®) and Certified Investment Management Consultant® (CIMC®).

Milton's personalized approach focuses on understanding each client's unique goals and priorities, adapting their financial plan as their life changes. By utilizing the Investment Personality Assessment, Milton tailors investment strategies to align with each client's preferences and values. With access to the resources of Merrill and Bank of America, he helps clients manage, grow, and preserve their wealth for the future.

Milton's mission is to help clients pursue their financial goals while managing investment risk. By regularly reviewing and adjusting their financial approach, he aims to keep clients on track towards achieving what matters most to them. Through a dedicated one-on-one relationship, clients receive personalized investment strategies and comprehensive financial solutions tailored to their individual needs.