Consultants
Meet John Au ChFC®, CFS, CIS, CASL
FINANCIAL ADVISOR, VICE PRESIDENT


Phone: (808) 548-2234 x808
Toll-Free: (888) 625-9997 x808
Cell: (808) 352-0415
E-mail: auj@ca-fg.com
Website: www.planmember.com/jau

If there's one thing John Au dreads, it's dealing with a pushy salesperson. So he keeps that in mind when he deals with clients. "I respect people's decisions. I always appreciate their time and effort, even if they don't do any business with me," he says. "At the very least, they learn something about financial matters."

EXPERTISE:
Overall financial planning, with special focus on retirement planning, investments, college savings, tax-free and tax-advantaged savings, life insurance, long term care and asset accumulation, allocation and preservation.

CREDENTIALS:

  • -   BA in Communications, University of Hawaii at Manoa
  • -   Chartered Financial Consultant (ChFC), The American College
  • -   Certified Fund Specialist (CFS), The Institute of Business & Finance
  • -   Certified Income Specialist (CIS), The Institute of Business and Finance
  • -   Chartered Advisor for Senior Living (CASL), The American College

ROOTS:
Moanalua Elementary, Intermediate and High Schools

CURRENT HOMETOWN:
Kaneohe, Oahu

FAMILY:
Wife, Cheryl, Kaneohe Elementary teacher, three daughters

HOBBIES:
Family activities, ministry, surfing, woodworking

VOLUNTEERISM:
  • -   Financial counseling ministry and Mini-Church shepherd with Hope Chapel Kaneohe Bay
  • -   Coaching with AYSO
  • -   Ohana Board and School Community Council member at Kapunahala Elementary School
  • -  School Community Council member at Mililani Waena Elementary School
  • -   5Rs 96744 work group member
  • -   Castle Complex Community Council (C4) member

PERSONAL PHILOSOPHY:
Treat people the way you want to be treated

BUSINESS APPROACH:
Get to know clients and stay up to date on changing investments and tax laws in order to do what is best for each person's situation