CKW Financial Group logo

CKW Financial Group Employee Directory

Financial ServicesHawaii, United States2-10 Employees

CKW Financial Group is an independent wealth advisory and investment consulting firm based in Honolulu, Hawaii. The firm focuses on discretionary strategic balanced portfolio management and investment consulting, aiming to build diversified global portfolios and implement dynamic asset allocation to pursue risk-adjusted returns for individuals, financial advisors, and institutional clients. As an independent RIA with no ties to banks, brokerages, or mutual fund companies, CKW emphasizes fiduciary responsibility and objective guidance, tailoring investment strategies to each client’s goals, such as education funding, charitable foundations, or estate planning. The company operates with a client-centric approach designed to protect capital in volatile markets while seeking incremental gains over time. CKW serves private individuals, financial advisors, and institutional investors, providing portfolio development aligned to specific circumstances and objectives. The firm is located on Bishop Street in Honolulu and positions itself as offering global exposure through its portfolio management and advisory services.

Find CKW Financial Group employees' phone numbers or email addresses

CKW Financial Group Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Asia
2

Minus sign iconPlus sign icon
  • China
    2

CKW Financial Group's Leadership

  • Stylized image of a person
    J. D.
    Owner/President
  • Stylized image of a person
    V. B.
    Compliance Manager
  • Stylized image of a person
    R. B.
    Principal
  • Stylized image of a person
    P. H.
    Administrative Assistant

CKW Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from CKW Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. D.
    Owner/President
    United States
    Oct 04, 2024
  • Stylized image of a person
    V. B.
    Compliance Manager
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    R. B.
    Principal
    UNITED STATES
    Jun 10, 2026
  • Stylized image of a person
    P. H.
    Administrative Assistant
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is CKW Financial Group known for?

Minus sign iconPlus sign icon
CKW Financial Group was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CKW Financial Group's company overview page for more information.

What is CKW Financial Group's most common email format?

Minus sign iconPlus sign icon
CKW Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CKW Financial Group email formats with LeadIQ.

How many employees does CKW Financial Group have currently?

Minus sign iconPlus sign icon
CKW Financial Group has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are CKW Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CKW Financial Group's key employees include:

  • Owner/President: J. D.
  • Compliance Manager: V. B.
  • Principal: R. B.
  • Administrative Assistant: P. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.