With over 20 years of experience in Financial Services, Frances holds her Series 6, 7, 63, and 65 securities registrations, as well as her Life & Health insurance license. She is an Accredited Asset Management Specialist (AAMS), an accreditation with the College of Financial Planning.
As an avid scholar, Frances navigates the many choices of investment and life insurance options through dedicated research, with the goal of providing solutions specific to her clients' needs.
Beginning her career at First Hawaiian Bank Investment Center, Frances has had the opportunity to work at a number of established institutions, including: Intel, Charles Schwab, UBS, and the Hawaii State Federal Credit Union. Frances is excited to be part of the Hawaii Financial Advisors team and utilize the many resources to advise clients in wealth management and estate planning.
Raised in Hawaii, Frances is a Kamehameha Schools graduate and completed her B.A. in Business from Chaminade University. She enjoys family time, traveling abroad, and outdoor hobbies.