Consultants
Meet Carol Sato
FINANCIAL ADVISOR

Phone: (808) 548-2234 x712
Toll-Free: (888) 625-9997 x712
E-mail: satoc@ca-fg.com
Website: www.planmember.com/csato


Financial abilities and a desire to serve, reflects Carol's dedicated approach to providing financial services.

EXPERTISE:
Financial and retirement planning services for individuals and non-profit organizations

CREDENTIALS:

  • -   BEd, PD, University of Hawaii at Manoa
  • -   Certified Employee Benefits Specialist, International Society of CEBS and Wharton School of Business

ADDITIONAL EXPERIENCE:
14 years as senior consultant, Mutual of America; 3 years as a CERTIFIED FINANCIAL PLANNER professional, Ralph S. Matsuda & Associates

ROOTS:
Kalani High School

HOBBIES:
Cooking for family functions, travel, spending time with grandson

PERSONAL PHILOSOPHY:
Treat people with respect and integrity; be as concerned and interested as if they were members of your family.

BUSINESS APPROACH:
Draw on a wealth of field experience to provide excellent service and make each client feel important.