Global Vision,
Local Touch
Financial Planning
for Hawaii
About
Adviser
Kristi Chun, CFP® CA Insurance License Number # 0L74431
Born and raised in Kaneohe, Kristi has made it her mission to serve the people of Hawai’i by helping them reach their short and long-term financial goals. As a fourth-generation local girl, she understands the unique landscape of her home state, including its distinctive economy, real estate markets, and job markets. Whether you are purchasing a home, looking towards retirement, or planning for college, Kristi can translate the complex financial world for you and coordinate a team of professionals tailored to helping you realize your financial aspirations. Hawai’i has taught her many things, but none more impactful than the importance of community, relationships, and family values. With this in mind, Kristi treats all of her clients like family.
Support
Team
Kristi surrounds herself with a team of hard-working individuals. They are committed to aiding Kristi in her endeavor to help the people of Hawai’i achieve their financial dreams. Similarly, to Kristi, her team is always available and happy to assist clients, however they may need.
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Alliances
Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, Kristi acts as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, Kristi is happy to work with them, and she can also bring in her subject-matter experts as needed. Click below to learn more about Kristi’s strategic alliances and find contact information for local professionals.
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Services
Kristi provides innovative, cutting-edge products and services to help union workers as well as federal and state employees grow, protect and conserve their wealth through all stages in life. Kristi is committed to providing the best service through continued education, up-to-date product knowledge, and the development of strategic industry relationships--all while keeping in mind Hawai’i's place in the world.
Approach
Our Process
Not every financial adviser is going to understand the challenges you face as residents of Hawai’i. Your cost of living is significantly higher than most, but your industries pay the same rates.
You must be financially smart to enjoy your life today and in the future. That’s where Kristi comes in.
Kristi understands that her clients are as unique and diverse as Hawai’i, so instead of a one-size-fits-all approach, she takes her holistically crafted process and tailors it to their needs and goals. By using a comprehensive financial planning process, she helps clients understand their current financial situation, which benefits they have, and works with them to implement financial plans, ultimately helping them reach their financial goals.
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Planning Tools
eMoney is a sophisticated financial planning tool to help you achieve your financial goals.
It can provide you with goal and cash-flow based analyses and projections. Watch this video to get started.
Client
Resources
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Eagle/NYLIFE Securities
NYL Online Account
e-Money
American Funds
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Background
Kristi’s holistic approach to financial advising enables her to work with clients from all different stages of life, but she is passionate about working with those who call Hawai’i their home. She is dedicated to helping individuals and families with their specific planning needs, while navigating the challenges and opportunities we all face living here.
After graduating from Castle High School and the University of Hawai’i at Manoa, Kristi received advanced financial training and her CERTIFIED FINANCIAL PLANNERTM designation from The American College of Financial Services in Bryn Mawr, PA. Today, she is one of fewer than 300 CFP® professionals in Hawai’i and one of only five Financial Advisers in Hawai’i through Eagle Strategies LLC, a Registered Investment Adviser and subsidiary of New York Life Insurance Company.
In addition to her Hawai’i life insurance and health insurance licenses, Kristi has earned FINRA Series 6, 7, 63, and 66 licenses. This combination of licenses enables her to provide a comprehensive approach to financial planning, retirement planning, estate planning, college funding, investments, and more.
Kristi and her family currently live in Honolulu. When away from the office, she loves to spend as much time as she can with her husband and son, taking advantage of all Hawai’i has to offer, including the beaches, hiking, and enjoying all of Hawai’i's ono food.
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Achievements
- 2012 - 2020 Million Dollar Round Table Qualifying Member*
- 2012 - 2018 New York Life President's Council Qualifier**
- 2010 - 2017 New York Life Life All-Stars Award#
- 2011 - 2013 New York Life Annuity Champion#
- 2011, 2013 New York Life Long Term Care Circle of Champions Member#
- 2010 - 2011 New York Life Executive Council Qualifier**
- LUTCF® designation Since 2010
- 2009 New York Life New Agent Case Rate Leader of the Year#
- 2009 New York Life Quality Council Qualifier#
- Registered Representative for NYLIFE Securities LLC
- Agent with New York Life Insurance Company Since 2006
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Community
Kristi is committed to advocating for her clients and industry. She has served as New York Life's Political Involvement Leader, is an active member of the YAT (Young Advisory Team), and for years, played an integral part of NAIFA (National Association of Insurance and Financial Advisors) before taking a step back from her board member position. As a current member of the Rotary Club of West Honolulu she is actively learning how to create change in her community and the world.
One of the specific ways Kristi is changing her community is by helping the youth of Hawai’i, a cause she is extremely passionate about. Not only does she lend her time to educate Campbell High School’s students about the financial industry and participate as a judge for the New York Life Scholastic Awards, sponsored by the New York Life Foundation, but she is also a dedicated advocate for the Kids Hurt Too Hawai’i organization. This organization provides support and mentoring for “orphans, foster children, and children separated from one or both parents due to divorce, incarceration or other causes”. With her keiki mini golf fundraising event and a grant donated by the New York Life Foundation, Kristi was able to raise over $40,000 for the non-profit organization.
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Wealth Management
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, Kristi works with her clients to design and implement a variety of wealth accumulation and management plans. Investment programs range from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. Her holistic process helps ensure that management of investment assets aligns with your goals, risk tolerance and time horizon. With continual plan monitoring, she can also help you adjust your plan as your needs and life evolve.
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Financial Planning
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, Kristi provides personalized financial planning to her clients, considering their income, risk tolerance, values, and family. Kristi works with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, assess the performance of the plan, and make adjustments as needed.
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Estate Planning
A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. Kristi works with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs.
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Asset Protection
There are numerous financial strategies and retirement income strategies that can help you accumulate assets for the future, protect your business and personal assets from liabilities, and safeguard asset transfers to your children and grandchildren. Kristi can help you figure out what the right course of action is for your specific situation and objectives.
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Disability and
Extended Care Needs
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance help create the necessary balance in a portfolio to ensure stability and asset protection.
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401(k) and IRA
Rollovers
When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can also be a consideration. Working with your tax advisor, Kristi can help determine the right course of action for you. She will layout the advantages and disadvantages of your options while accounting for your specific needs, retirement plans, desired investment options, applicable fees, withdrawal options, required minimum distributions and tax treatment of applicable options.
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