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FINANCIAL SERVICES PROFESSIONAL

Phone: (808) 548-2234 x810
Toll-Free: (888) 625-9997 x810
E-mail: laua@ca-fg.com
Website :www.planmember.com/alau

With a background of over 15 years of experience as a CPA preparing tax returns for individuals and businesses, becoming a financial professional was a natural transition for Alex. He enjoys explaining financial concepts to people in ways that they can understand, allowing them to make informed decisions.

EXPERTISE:
Helping individuals achieve their financial goals with an emphasis on retirement plans, mutual funds, and life insurance.

CREDENTIALS:
BBA in Accounting, University of Hawaii at Manoa

ASSOCIATION:
Member, American Institute of Certified Public Accountants
Member, Hawaii Society of Certified Public Accountants

ROOTS:
Makiki; Roosevelt High School

FAMILY:
Wife, Shari Ann

PRIOR EXPERIENCE:
8 years in public accounting with an emphasis in taxation; 8 years as an accountant and controller in the private sector.