Kaila Woo

 

 

Kaila Woo

Client Services Specialist 

808-521-4015 x 6

Kaila joined our firm as a summer intern while attending the University of Hawaii, and became a valuable permanent team member in January 2020. Kaila has passed the Series 65 Exam and has completed all preliminary courses required to take the CFP® Exam. In addition to her many other responsibilities, Kaila handles all distributions, including Required Minimum Distributions (RMDs). She is originally from San Francisco, California and has many family members who live in Hawaii. She loves travel and island living, including hinking, camping, and the beach.

Educational Background: 

  • Bachelor of Business Administraion, Finance and Management, University of Hawaii at Manoa

Registration:

  • Series 65, Investment Adviser Representative, CRD #7129337