Strategic 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 brings in her subject-matter experts as needed. Click below to learn more about Kristi’s strategic alliances and find contact information for local professionals.

Our Strategic Alliances

Kristi maintains strategic corporate alliances to provide clients access to a broad range of products and services.

Eagle Strategies LLC Logo

The Advanced Planning Group Logo

New York Life Logo

Our Local Alliances

Kristi maintains key relationships with local experts to coordinate a team of professionals tailored to meet the individual client needs.

Estate Planning Attorneys

CPAs

Loan Officers

Property and Casualty Insurance

Real Estate Agents

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Eagle Strategies LLC

Through Eagle Strategies, Kristi Chun provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Kristi Chun can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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New York Life

Kristi Chun and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)

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Estate Planning Attorneys

Anthony Chun | Attorney at Law

(808) 524-4424
afc@achunlaw.com
1000 Bishop St., #503
Honolulu, HI 96813

Dean Park Estate Planning Group

(808) 942-8778
dean@epgHawai’i.com
Ala Moana Pacific Center
1585 Kapiolani Blvd., #1111
Honolulu, HI 96814

Stephen Yim | Lawyer

 

(808) 524-0251
stephen@yimlawfirm.com
2054 S. Beretania St.
Honolulu, HI 96826

Cheryl Takabayashi | Attorney

(808) 256-6522
cheryl@takabayashilaw.com
600 Kapiolani Blvd., #401
Honolulu, HI 96813

Steven Reese | Attorney

 

(808) 536-2800
steve.reese@shrlawHawai’i.com
Davies Pacific Center
841 Bishop St., #2300
Honolulu, HI 96813

Colin Goo | Attorney

 

(808) 533-2400
colin@ckkglaw.com
Davies Pacific Center
841 Bishop St., #1701
Honolulu, HI 96813

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CPAs

Ricky Takemoto | CPA/Business Advisor

(808) 380-5588
ricky@takemotocpa.com
Davies Pacific Center
841 Bishop Street, #208
Honolulu, HI 96813

Tony Lim | CPA

 

(808) 429-9496
tony@tonylimcpa.com
Pauahi Tower
1003 Bishop St. #2225
Honolulu, HI 96813

Gayle Tasaka | CPA

 

(808) 628-6750
841 Bishop St, #930
Honolulu, HI 96813

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Loan Officers

Debbie Goto
VP, Senior Loan Officer
American Savings Bank

 

(808) 551-0163
dgoto@asbHawai’i.com
1600 Kapiolani Blvd. #205
Honolulu, HI 96814

Bryce Tani
VP, Senior Loan Officer
American Savings Bank

 

(808) 539-7131
915 Fort Street Mall, 1st Floor
Honolulu, HI 96813

Alan Magno
VP, Senior Loan Officer
American Savings Bank

 

(808) 593-4821
amagno@asbHawai’i.com
929 Queen St, 2nd Floor
Honolulu, Hawai’i 96814

Isaiah Peroff
Assistant Branch Manager
American Savings Bank

(808) 527-4332
iperoff@asbhawaii.com
1001 Bishop St.
Honolulu, HI 96813

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Property and Casualty Insurance

Reid Higashi
P&C Insurance Agent
Business Insurance Services

(808) 592-4054
rhigashi@bisihi.com
615 Piikoi St. #1901
Honolulu, HI 96814

Tricia Matsukawa
President
Matsukawa Insurance Agency

(808) 622-3955
tricia@matsukawainsurance.com
702 California Ave.
Honolulu, HI 96786

Cory Mitsui
P&C Insurance Agent
Jerry Hay, Inc.

(808) 592-4229
cory@jerryhay.com
650 Iwilei Road, #2016
Honolulu, HI 96817

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Real Estate Agents

Wayne Tani
Principal Broker
Blue Ribbon Realty

(808) 533-0442
wtani1944@yahoo.com
55 Merchant Street Box #C142
Honolulu, Hawai’i 96813

Wendy Tenn
Manager
Better Homes & Garden Real
Estate Advantage Realty

(808) 261-1800
WendyT@BetterHawai’i.com
629 Kailua Road, # 200
Kailua, HI 96734

James Chan
Realtor, Partner
Prudential

(808) 735-4200
James.Chan@pruHawai’i.com
614 Kapahulu Ave. #200
Honolulu, HI 96815

Garrett S. Taira
Realtor, Principal Broker
AMG Realty Inc.

(808) 545-8187
gtaira@amghawaii.com
1188 Bishop Street, Suite 2210
Honolulu, HI 96813
www.amghawaii.com

Antonet Barut
Realtor Associate
Trinity Properties

(808) 479-2089
antonet@trinityproperties.com
www.trinityproperties.com/

 

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