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Cory M. Nakamura, CFP®, CFA

Lee Financial Group

2756 Woodlawn Dr
Suite 6-201
Honolulu, HI 96822
Phone: (808) 988-8088 x699
Fax: (808) 988-5770

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Household Income Minimum: $100,000
Investable Asset Minimum: $400,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.