KSK Personal Financial Planning Services LLC is a limited liability company organized in the State of Hawaii to provide personal financial planning services. KSK Personal Financial Planning Services LLC is licensed with the State Board of Accountancy in the State of Hawaii. KSK Personal Financial Planning Services LLC is registered with the Securities Division of the State of Hawaii as a Registered Investment Advisor.
The principal owner of KSK Personal Financial Planning Services LLC is Keith S. Kogachi, CPA/PFS. Mr. Kogachi previously was with Island Insurance Company, Limited, a Hawaii based property and casualty insurer. Mr. Kogachi served as Chief Investment Officer. Prior to Island Insurance Company, Mr. Kogachiwas a partner at KPMG LLP, an audit, tax and advisory services firm.
Mr. Kogachi is a Certified Public Accountant (CPA). He has attained the Personal Financial Specialist (PFS) accreditation based on the experience, education and examination requirements in the field of personal financial planning of the American Institute of Certified Public Accountants.
Mr. Kogachi holds a Bachelor of Business Administration (Accounting) degree and Master of Business Administration degree from the University of Hawaii at Manoa.
Personal financial planning may include but is not limited to planning segments for retirement planning, budgeting/spending analysis, risk management and insurance planning, education planning, investment planning, income tax and estate planning. The planning services provided by KSK Personal Financial Planning Services LLC incorporates a goal setting process for each of these segments as part of the development of a integrated personal financial plan. Services may include assistance in the implementation and monitoring of these plans.
Initial consultation provided without charge in the privacy and comfort of your home