Kristi's Team
Background
As a fourth-generation local girl born and raised in Kaneohe, Kristi is dedicated to
helping the people of Hawaii achieve their most important milestones. She understands the
unique landscape of her home state and how to navigate the challenges and opportunities of
living here. Hawaii has taught her many things, but none more impactful than the
importance of community, relationships and family values. With this in mind, she treats
all of her clients like family.
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Her holistic, common-sense approach can help you organize, simplify and translate this
complex financial world. She strives to integrate and optimize all areas of the
financial decision-making process, coordinating a team of professionals to further
support your financial journey.
After graduating from Castle High School and the University of Hawaii at Manoa, Kristi
received advanced financial education from The American College of Financial Services as
well as her CERTIFIED FINANCIAL PLANNERTM certification. Today she is one of
just over 300 CFP® Professionals in Hawaii.
She has been a leader in her industry since starting her career in 2006, earning
consecutive company awards. Kristi is both a Lifetime and Qualifying Court of the
Table Member1 of the Million Dollar Round Table2 and holds
multiple licenses, including life and health insurance licenses and FINRA Series 6,
7, 63, and 66 registrations.
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 Hawaii has to offer, including the beaches, hikes and all the ono food.
Achievements
- Forbes Best in State Financial Security Professionals (2022-2024)
- New York Life Chairman’s Council Qualifier3 (2022-2023)
- New York Life President's Council Qualifier3 (2012 - 2018, 2020,
2021)
- New York Life Executive Council Qualifier3 (2010-2011, 2019)
- New York Life Scholastic Awards Judge (2017, 2018)
- New York Life Foundation Community Impact Grant Recipient (2014)
- New York Life Annuity Champion4 (2011 - 2013)
- New York Life Long-Term Care Circle of Champions Member4 (2011, 2013)
- Designations: LUTCF® FSCPTM CLTC®
ChFC® CFP®
- Registered Representative for NYLIFE Securities LLC Since 2007
- Agent with New York Life Insurance Company Since 2006
Community
HIPac Financial and Kristi welcome the opportunity to support their community.
Locally, she is a strong advocate for Kids Hurt Too Hawaii. As one of the
co-founders of the Kids Hurt Too Keiki Mini Golf Tournament and recipient of a New
York Life Community Impact Grant, Kristi was able to raise a total of $40,000 for
the nonprofit organization.
She is a former member of the Rotary Club of West Honolulu and
lends her time to provide financial industry guidance to Campbell High School’s
students. Most recently Kristi and the HIPac team have lent their time volunteering,
while generating over $30,000 in personal donations and matching contributions to
support Lahaina and victims of the devastating Maui wildfires.
On an industry level, Kristi has served as New York Life's Political Involvement
Leader, as judge for the Scholastic Arts and Writing Awards that includes the
National New York Life Award, and for many years on NAIFA’s (National Association of
Insurance and Financial Advisors) Young Advisory Team (YAT).
Team
Cynthia Carcano
Client Experience Manager
Cynthia has over seven years of experience in the financial services industry and holds
both life and health insurance licenses. As Kristi’s Client Experience Manager, Cynthia
ensures systems and processes consistently deliver the highest quality service and
experience to clients. Born in Germany, raised in Texas and living on Oahu for the past 13
years, Cynthia is passionate about her professional and personal pursuits. As a former
chef, she loves hosting dinner parties for friends and family and enjoys spending time
outdoors exploring the island with her kids.
Contact
Located in downtown Honolulu in the Pacific Guardian
Center:
Directions to parking (On Alakea Street)
Note: Clearance 6’ 5”
H-1 Eastbound:
- Exit Pali Highway off-ramp (stay right heading downtown)
- Continue onto Bishop Street
- Left on Ala Moana Blvd.
- Left on Alakea (stay in left lane)
- Left into Pacific Guardian Center parking garage
H-1 Westbound:
- Exit at Vineyard Street off-ramp
- Left at Pali Highway
- Continue onto Bishop Street
- Left on Ala Moana Blvd.
- Left at Alakea (stay in left lane)
- Left into Pacific Guardian Center parking garage
Ala Moana Blvd or Nimitz Highway:
- Turn on Alakea (stay in left lane)
- Left into Pacific Guardian Center parking garage
Kristi is licensed and services clients in these
states.
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