Lincoln Koike

About Lincoln Koike

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.Areas of Focus: Estate Planning StrategiesRetirement Planning StrategiesSaving for EducationSmall BusinessCA Insurance License

Experience

1. Private Wealth Advisor Nflpa Institutional Financial Advisor

   Ameriprise Financial Services, LLC

   Feb 1997 — Present

   Hawaii Wealth and Legacy Planning Group, a financial advisory practice of Ameriprise Financial Services, Inc, is an experienced team of professionals serving the needs of individuals, multi-generational families, and businesses in Hawaii and around the country. The team’s mission is to leverage our experience, our knowledge and our passion for service as we help our clients define and pursue their financial goals.

Education

• University of Hawai‘i - Shidler College of Business

  BBA

  1990 — 1995