George H. Kaluhiokalani, CFP WMA
Director, Pacific Islands Complex
Merrill Lynch
George is a 20-year veteran in the financial services industry. He started his career in 1985 at ETS & Associates as a Tax & Financial Planner in San Jose California.
George continued his career with Fidelity Investments in 1990 working with its Private Wealth department. After a year of service he was chosen to open the Honolulu Investor Center. He quickly moved up the management ranks by becoming the senior financial advisor taking on many of the management responsibilities in the branch. He became the Branch Manager for Fidelity in 1995 and continued in this capacity until 1999 when he joined Merrill Lynch's Pacific Islands Complex as the Sales Manager.
In 2001 he passed Merrill Lynch's assessment center and became an Associate Director. In March of 2005 he was appointed as the Director of Merrill Lynch's Pacific Islands Complex.
George believes in being involved in the community. He currently is on the board of the American Heart Association, Honolulu Symphony and Enterprise Honolulu and a member of the East Honolulu Rotary Club. He is a leader in Boy Scouts of America, and coach's football for Kamehameha's intermediate Football team.
George graduated from Brigham Young University with a B.S. in Finance in 1985
College for Financial Planning, Denver Colorado 1988
Married to Manao and has four sons