Thank you for registering for our exclusive Wealth Management Seminar
We are excited to have you join our presentation on Wednesday, August 24, 2022 from 5:30 p.m. to 7:30 p.m. HST. This engaging and in-person event will be at the American Savings Bank Campus located at 300 N. Beretania Street.
SAVE THE DATE FOR OUR WEALTH MANAGEMENT SEMINAR
Wednesday, August 24, 2022
American Savings Bank - Campus Location
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MEET YOUR PRESENTERS
CFA, Director and Senior Portfolio Strategist of BlackRock Portfolio Consulting Group
Baker's service with the firm dates back to 2013. Before joining BlackRock he was a member of Neuberger Berman's Financial Institutions Group. Mr. Vitale graduated from the University of Georgia with a BBA in Finance in 2010. He is also a CFA Charterholder.
Principal of CKW Financial Group and CIO of CKW Global Balanced Model
Lynne is ranked in the top 5% of Morningstar’s world allocation strategy. Lynne specializes in retirement planning, client strategies, dynamic asset allocation, and investment implementation to provide overtime, risk-adjusted returns that will help clients achieve their goals. With over 25 years in the financial industry, Lynne was a Fidelity featured RIA and nominated as Wealth Management’s Top 25 Women-owned RIAs.
Principal of CKW Financial Group
Carl is a co-strategist of the CKW Global Balanced Model with Ms. Kinney. Carl focuses on estate planning, client strategies, dynamic asset allocation, and investment implementation to protect clients’ capital during volatile markets while preparing to capture incremental returns over time. With over 35 years of experience, Carl was featured as Hawaii’s #1 Advisor by Hawaii Business Magazine.
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