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Advisors near 96766
Out of 400,000+ nationwide
Brad K
CFP®
Lihue, HI
Occidental Asset Management, LLC
William W
CFP®, Series 63, Series 66
Kapaa, HI
Infinity Financial Services Advisory
Kyle W
CFP®, Series 65
Kapaa, HI
Abacus Wealth Partners
Gordon Y
ChFC®, Series 63, Series 65
Lihue, HI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Darren S
Series 63, Series 65
Lihue, HI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Tyler Y
Series 66
Lihue, HI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Christopher R
Series 63, Series 65
Lihue, HI
LPL Financial
Victor A
Series 66
Koloa, HI
Raymond James Financial
Nylene N
Series 63, Series 65, Series 66
Lihue, HI
Edward Jones
Christopher H
Series 63, Series 65
Kapaa, HI
Merrill
Christopher Hochuli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in long-term portfolio and liability management, including the identification and review of investment managers utilized by the group. Christopher is a portfolio manager who manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. With 27 years of experience advising high net worth clients, Christopher has expertise in estate planning, asset and liability management primarily serving physicians, attorneys, C-suite executives, entrepreneurs, and business owners. He joined Merrill Lynch in 1996, having previously worked at Bank of America Honolulu. Christopher holds a Bachelor's degree from Boston College and holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside his advisory role, Christopher serves on the board of Na Kama Kai, a foundation based in West Oahu. He is also a State Advisory Board member for the Trust for Public Lands and has previously been president of the board for the Waldorf Schools in Honolulu.
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Advisors near 96766
Out of 400,000+ nationwide