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Frances Wright, AAMS

Frances Wright, AAMS

Financial Advisor

While attending Chaminade University, the Finance Professor required students to subscribe to "The Wall Street Journal" and write a weekly report.  I became intrigued in what seemed like an ever-evolving finance industry with many different facets.  I wanted to learn all about it, and share it in a way to interpret that knowledge to others so they could also learn and invest. 

I also realized I would never get bored in this industry. There’s so much to learn and when you think you have it figured out, there’s something else.  Like a doctor, each person’s needs require a different prescription.

You

You’re sincere about starting to save for your future and are willing to consider investment vehicles to pursue those goals.  You’re easy to talk to and responsive to the process as needed.  If you’re willing to spend your time on your financial future, I’m willing to give you mine!

Me

My investment philosophy in action:  Start now, even if it’s financial baby steps, and follow through.

Experience

Crown Capital Securities, Hawaii State Financial Credit Union, Wells Fargo Investments

Education

Chaminade University, B.A.

Kamehameha Schools, High School

Certifications

Accredited Asset Management Specialist (AAMS), College For Financial Planning

Licenses and Registrations

Series 6, 7, 63, & 65 registrations

Life & Health Insurance Licenses

Five Rules I Live By

  1. Education is a lifelong integrative pursuit. It builds confidence, open doors, and can lead to a fulfilling life.
  2. Always be thankful and respect others.
  3. Positivity begets positivity.
  4. 10 minutes of exercise in the morning goes a long way!
  5. Travelling out of the country can bring tremendous awareness about other cultures, economies, and humanity.

Take The Next Step

Be prepared to check off that box “meet with a Financial Advisor” to get you started on your financial path.  Bring any and all questions you have.  Plan on clearing up some of those bothersome nagging thoughts you’re confused about because of all the conflicting literature you come across.  Call me at #808-626-5567 and let’s move forward together.