I fell in love with Japan when I visited in 2014. If I weren’t working for INPAC, I’d love to spend most of my time there. However, if I wasn’t working at INPAC, I’m sure my life would be mundane.
I love helping our clients live out their dreams. The only reason why I wouldn’t be at INPAC would be if I chose to retire. I’m a workaholic, though, so I know I’ll always work in some capacity.
The best advice I ever received was from a life coach who is now one of my great friends: “Life is like a wheel of balance — each spoke represents physical, spiritual, financial, family and community balance.”
Life can be busy. It’s so easy to get caught up on just one aspect of life and let the others suffer or fall short. Trying to create a balanced wheel in all areas of life can help make life more fulfilling. However, creating that balance is easier said than done.
Realizing that everyone is human helped the entire INPAC ohana become better planners because it’s not always about the numbers — it’s about our clients’ wheels and how we can make the most out of each spoke.
I got familiar with the concept of “being in business” while growing up in the family fish business on Kauai. Only now have I really come to understand the true meaning of being in a business that is worth being in. There is something so fulfilling about designing wealth plans that allow our clients to enjoy every stage of life.
In 2010, my mom suffered a debilitating stroke. Faced with costly caregiving expenses and with little financial resources available, I saw my parents’ quality of life decline.
Determined to help them, I pursued a career in wealth advising. I strive to not only be a valuable resource, but also a trusted advisor who helps improve people’s quality of life so they don’t suffer the same financial fate as my parents.
Every day is a gift. I am truly thankful for everything in my life — from my wonderful wife, Mayo, and my children, Ai and Riku — to good health, great relationships and the opportunity to make a tremendous difference in people’s lives.
A baseball coach once told me “not to have any regrets”. That is something that I took to heart and still live by to this day. To me, having no regrets means giving 100 percent effort, always being prepared and doing my absolute best every day.
What I love most about INPAC is the small, close-knit family culture within the office. Everyone works well together, and we all know that each and every one of us has an impact on our clients’ lives.
I am passionate about having new experiences and constantly learning more about myself. Every year, I travel with my family to different places around the world to experience new cultures and cuisine.
I love helping people. As Zig Ziglar once said, “You can get everything in life you want if you will just help enough other people get what they want.” It’s amazing to me that I get to help people reach their financial goals, and along the way, I get to raise a family and build a spectacular life and network in Hawaii.
"The only real security is the skill and humor within — the ability to build your own fires and find your own peace."
My parents have always taught me to be independent. They made me travel alone — internationally — from the age of eight. I was enrolled in every sport, language and extracurricular activity so I could discover my strengths and weaknesses.
I've learned that no matter what life throws at you, it’s up to you to decide how to react and grow from it. Every choice and every action is truly up to you.
I love seeing other people figure out a way to make their goals and dreams a reality. Planning for the future is so important, but it can be a bit overwhelming at times.
I have two kids, Ari and Olivia, and I founded a men’s grooming barbershop (Mojo Barbershop) in Honolulu. Balancing work and life isn’t easy. However, having someone by your side advising you on financial matters makes all the difference. Being a wealth advisor gives me a sense of purpose.
INPAC is about community and ohana. Everyone on the team is like family. Every client is taken care of like family. It feels great to be part of a team that truly believes in and cares about the well-being of their clients.
In 2011, I was living in New York handling asset management. At the time, I thought I was a financial wizard. But no one, including a wizard, could have been prepared for the September 11 attack. It opened my eyes and showed me how much I still needed to learn. So, I left my corporate job, learned more about financial planning, moved to Hawaii and became a wealth advisor.
I know how financially difficult it can be when you’re a Japanese person living in America. That's why I work with a lot of first-generation Americans from Japan. I want to help other people face and prepare for the unknown.
I love being an independent advisor; it is the only way I can sit on the same side of the table as my clients and provide advice that has their best interests in mind. Every day, there are new things to learn in the financial world.
“It is never too late to try to learn new things or pursue new hobbies”. Since I first heard this, I’ve always been open to learning. I started fishing once a week, playing baseball, golfing, meeting new people, reading history books and more. I think it’s equally important to make sure you’re having fun at the same time.
My family name, Kita, in Chinese means pleasure and happiness. I try to live my life like that.
I love that we help generations of families improve their financial health and achieve their goals. I also love working with such a great team. We all work hard and encourage each other to go after our dreams.
If I wasn't working at INPAC, I would be in an industry that makes a lasting positive impact on other people’s lives. I also enjoy working out, doing yoga and motivating my coworkers to exercise, so I might also work in the fitness industry.
I feel grateful for everything: my health, my home and to be a part of a wonderful team where we all support one another and want to make a positive difference in people’s lives.
“There is a lesson in every loss, and there is something to learn from every person you meet.”
My dad first told me that when I started high school, and he continued to remind me about it even after I graduated. It wasn’t only until later that I realized how applicable his quote is to everyday situations. I learned that every situation, no matter what, has a positive takeaway.
People focus so much on the good things they get when good things happen. But when bad things happen, they don’t realize that even greater things can be achieved if they make the conscious effort to learn from them.
I am passionate about life! I try to make the most out of every day. Outside of work, I love being outside, exploring the islands, challenging myself and learning how to fish and cook different things.
At INPAC, I’m glad I can share that passion with everyone else. We love thinking outside of the box, exploring different paths for people’s dreams, challenging each other to do better and learning new things.
While I’m grateful for many things, I would say that I am the most grateful for the people in my life. My family, for example, has always been supportive. When I studied at the University of Hawaii, they were in Oregon.
Despite being 2,603 miles away, they were right next to me, pushing me to do my best. My friends also consistently push me to grow and better myself every day. I feel blessed to be surrounded by such great people.
My family and friends. From a young age, I didn't want anyone or anything to hold me back, so I moved to Mississippi for college. While there, Hurricane Katrina hit; I realized family and friends are not anchors holding me down, but rather vessels aiding in this journey called life.
After graduating, I returned to Hawaii to be closer to my family. As for my friends, I’m grateful to have the “Wednesday Night Crew”, making our rounds in Honolulu and supporting locally-owned businesses. My absolute prize in this life is my daughter, Dylan.
I love the team here at INPAC. Everyone is so supportive of each other, both professionally and personally — from taking care of client matters to working out and spending weekends together. We’re truly a family.
If money weren’t an issue, then I'd be running a nonprofit no-kill animal shelter. During my college years, I worked at The Animal Medical Center of Hattiesburg, a no-kill shelter.
I adopted two of my dogs, Apollo and Titan, through the shelter. Both moved home to Hawaii with me and lived to the ripe old age of 14. There's definitely something special when you see animals find their "fur"ever home. Loving them until they find a home is priceless.