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We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate

Steve Kuriyama MSFS, CFP®

Principal
What's the best advice you’ve received?

Growing up, whenever I couldn’t figure something out, my father would say “think, use your imagination.” Nowadays I imagine fathers would say “Google it.”

What do you like to do on a rainy day?

Play golf – that’s why they make rain gear! But if there's lightning, you'll find me indoors - probably cooking Italian like osso buco with papparadelle, having a glass of wine and listening to jazz.

You’re a long time golfer - what's your most interesting golf story?

On a par 3 with a closest-to-the-pin prize, my father hits his tee shot, and despite the club head breaking off and landing in a ravine, the ball goes in for a hole-in-one! And to top it off, he ends up sharing the prize with a competitor who later aced the same hole!

As a child, what did you wish to become when you grew up?

I wanted to design cars like Corvettes, Mustangs and Camaros. Later I aimed to be an architect.

If you had to live in a different state, what would it be?

I can’t imagine living anywhere else but in Hawaii. But if I had to, it would be California – specifically Marin County in the San Francisco Bay Area.

About Steve

  • Objective: Steve's goal is to be part of a team of high level advisors offering clients intergenerational wealth management solutions under the highest fiduciary standard.
  • Snapshot: Steve has been in the financial services industry for more than 30 years and has numerous industry credentials. He specializes in wealth and investment management for families and foundations.

Experience

  • Founder & Wealth Manager, Kuriyama & Company, LLC, Honolulu, HI
  • Registered Principal, Royal Alliance Associates, Honolulu, HI
  • General Agent, various companies, Honolulu, HI

Education

  • The American College, MSFS, Financial Services

Affiliations & Boards

  • Certified Financial Planner™ practitioner (CFP®)
  • Chartered Financial Consultant™ (ChFC®)
  • Chartered Advisor for Senior Living™ (CASL®)
  • Chartered Life Underwriter™ (CLU®)
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