As a Certified Financial Planner (CFP®), I play a role in your life's most meaningful moments.  You trust me to understand your concerns, address your needs, and offer recommendations that are most relevant to your unique situation.   

For nearly 20 years, I have provided personalized financial planning services by working hand-in-hand with clients with the objective of helping you meet your financial goals.  With a team of professionals that have been effectively navigating the changing wealth management industry for over 60 years, we are here for you, no matter what stage of the journey you're in.





Kristy Mukai Barnes is a Certified Financial Planner (CFP®) and is required to maintain her technical competence and fulfill continuing ethical obligations.