Why do you do what you do?
In 2011, I was living in New York handling asset management. At the time, I thought I was a financial wizard.
But no one, including a wizard, could have been prepared for the September 11 attack, and it really opened my eyes on how much I still had to learn.
So, I left my corporation job, learned more about financial literacy, moved to Hawaii, and became a Financial Advisor.
Being a Japanese in America, I know how financially difficult it can be, so I work with a lot of first generation Americans from Japan here in Hawaii.
I do what I do because I want to be able to help other people face and prepare for the unknown too.
What do you love most about being part of INPAC?
I love being an independent advisor. It is the only way I can sit on the same side of the table as my clients, working in their best interests.
Every day, there are new things to learn in the financial world, and the advisors are always teaching each other. That’s important because we know our clients deserve the best protection.
Being a part of INPAC helps me focus on the long-term plan for both my clients and the people we work with.
What is the best advice you have ever received?
“It is never too late to try to learn new things or pursue new hobbies”
Since I first heard this, I’ve always been open to learning.
I started fishing once a week, playing baseball, golfing, meeting new people, reading history books on the turning points of life, and more.
But I think it’s equally important to make sure you’re having fun at the same time.
My family name “Kita” in Chinese character means pleasure and happiness. So, I try to live my life like that.
And being able learn new things and do what I love while living on Hawaii and traveling to Japan frequently has definitely been filled with pleasure and happiness.