- Financial Planning Association of Honolulu: Chairman of the Board 2011; President 2010; Vice President 2009
- National Association of Insurance and Financial Advisors of Honolulu, Board of Directors 2003-2005, 2008-2010
- Top of the Table, Million Dollar Round Table, 2007-2009
- Million Dollar Round Table, 2004-2013
- Mensa member, 2003
- Multiple year winner, Five Star Professional "Wealth Manager Award"
- 2011 NAIFA Hawaii, “Insurance and Financial Advisor Professional of the Year”
- 2010 Pacific Century Fellow
- 2005-2016 Consumers’ Research Council of America, “America’s Best Financial Planners”
- 2007 Advisor Today “Four Under Forty” Top Financial Advisors in America
- 2006 Pacific Business News “Forty Under 40” Top Hawaii Business Leaders
- Punahou School
- UCLA, BA Economics
- Attended Osaka University, Japan
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA insurance license #0M52688.