Kana is a Financial Advisor who specializes in developing financial plans for individuals that focus on reducing risk and creating durable income streams. Kana works closely with her clients to develop customized approaches that incorporate portfolio construction, retirement implementation and distribution strategies, as well as insurance needs. She is committed to understanding her clients’ ever-evolving financial picture, with the goal of becoming their trusted lifetime advisor.
Kana began her career in 2008 at John Hancock Financial Network, joining Wealth Managing Partners, Inc. in 2015. She is a Chartered Retirement Plans Specialist and holds her Series 6, 7, 63, and 65 securities licenses as well as her Life & Health insurance licenses. She is also fluent in Japanese.
Kana was born in Vancouver, Canada, but spent the majority of her childhood on the island of Saipan. In 2003, she moved to Hawaii to attend the University of Hawaii at Manoa on a tennis scholarship. She graduated with a Bachelor’s degree in Business Administration with focus on Finance and Management. Kana is an avid golfer and surfer but her main hobby is playing and coaching tennis.