Broker Check
James "Kimo" Middlesworth RFC, CFS, MSFS

James "Kimo" Middlesworth RFC, CFS, MSFS

Vice President & Financial Advisor

Kimo Middlesworth has been actively providing financial services since 1990. Kimo strives to help his clients navigate the complexities of financial decisions and reach their financial goals.

As an advisor at an independently managed firm, Kimo is able to assess all available products and resources to provide personalized wealth solutions.

Kimo holds his Series 6, 7, 63, and 65 securities registrations, his Life & Health and Property & Casualty insurance licenses, and is a Notary Public. In addition, he is a Registered Financial Consultant (RFC) and a Certified Fund Specialist (CFS). He holds a Master of Science in Financial Services (MSFS) and is a graduate of the University of Hawaii at Manoa with a degree in ESL and Linguistics.

Kimo is married to Linnette Middlesworth. His hobbies include surfing, golfing, swimming, tennis and training professional surfers.