Daniel Shelverton, Executive Director of CSI Trust Company, a financial Institution and a charitable non-profit – a designated 501(c)(3) organization, discusses the daily money management, trust and fiduciary services they provide for kupuna as a Corporate Trustee so that their clients can maintain a comfortable, secure and independent lifestyle through personalized trust and fiduciary solutions and related financial management.
- 05/09/2026 | Jason Segawa | Certified Financial Planner & Owner of Segawa Consulting
- 05/02/2026 | Travis Tsukayama | Certified Financial Planner at Andrews Advisory Associates
- 04/25/2026 | Dr. Cullen Hayashida, PhD | University of Hawaiʻi Center on Aging and School of Nursing and Dental Hygiene
- 04/18/2026 | Gary Powell | Founder and Executive Director of The Caregiver Foundation
- 04/11/2026 | Dr. Theresa Wee | Pediatrician and Author
Search
Recent Posts
Share My QR |
|
Success!