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 financial milestones. She
understands the unique landscape of her home state, including its distinctive economy,
real estate, and job markets, 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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Whether you are purchasing a home, looking toward retirement, or planning for college,
her holistic, common-sense approach can help you organize, simplify, and understand this
complex financial world. Additionally, 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 training 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
several licenses across the country, 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, hiking, and all of the ono food.
Achievements
- Million Dollar Round Table Qualifying Member2 (2012 - 2022)
- 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 Life All-Stars Award4 (2010 - 2017)
- 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)
- New York Life New Agent Case Rate Leader of the Year4 (2009)
- New York Life Quality Council Qualifier4 (2009)
- FSCP® Designation Since 2021
- CLTC® Designation Since 2021
- CFP® Certificant Since 2016
- LUTCF® Designation Since 2010
- Registered Representative for NYLIFE Securities LLC Since 2007
- Agent with New York Life Insurance Company Since 2006
Community
Kristi is committed to advocating for her clients and industry. She has served as
New York Life's Political Involvement Leader and is an active member of the Young
Advisory Team (YAT). For years, she played an integral part in the National
Association of Insurance and Financial Advisors (NAIFA) before taking a step back
from her board member position. As a former member of the Rotary Club of West
Honolulu, Kristi also spent years learning how to create change on a local and
global scale, a skill she continues to practice to this day.
Kristi is changing her community for the better by helping the
youth of Hawaii, a cause she is extremely passionate about. She lends her time to
provide financial industry guidance to Campbell High School’s students and has
participated as a judge for the Scholastic Arts and Writing Awards that includes the
National New York Life Award underwritten by the New York Life Foundation.
She is also a dedicated advocate for the Kids Hurt Too Hawaii organization, which
provides support and mentoring for “orphans, foster children, and children separated
from one or both parents due to divorce, incarceration or other causes.” As one of
the cofounders 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.
Team
Amanda Lui
Client Experience Manager
Amanda was born and raised in Honolulu, Hawaii. She graduated from Henry J. Kaiser High
School and the University of Hawaii at Manoa. While at UH, she attended the Shidler
College of Business. Majoring in Marketing and International Business and minoring in
English has taught Amanda that communication and a client-centered mentality are key in
any successful business. She currently serves as Kristi’s Operations Manager. On her days
off, Amanda loves traveling, hiking, and spending time with her family.
Contact
Located in downtown Honolulu in the Pacific Guardian
Center:
Directions to parking (On Alakea Street)
Note: Clearance 6’ 1”
H-1 Eastbound:
- Exit at Pali Highway off-ramp (stay right heading downtown)
- Continue onto Bishop Street
- Left at Queen Street.
- Left at 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 at Queen Street
- Left at Alakea (stay in left lane)
- Left into Pacific Guardian Center parking garage
Nimitz Highway:
- Left at Alakea (stay in left lane)
- After Queen Street, Left into Pacific Guardian Center parking garage
Kristi is licensed and services clients in these
states.
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