Consultants
Meet James Michishima, CPA, CFP®FINANCIAL ADVISOR
Phone: (808) 487-9002
E-mail: michishimaj@ca-fg.com
Website: www.planmember.com/jmichishima
James has been a financial advisor for more than 30 years. He provides financial and tax
planning services, prepares approximately 800 individual and 100 business tax returns
every year. He specializes in long-term care and retirement solutions for businesses and families. James is a Certified Financial PlannerTM professional, Certified Public Accountant, and former real estate salesperson. He is a sole practictioner with a full-service accounting
practice in Aiea. He performs audits of non-profit organizations, prepares financial
statements, and provides bookkeeping and payroll services for small businesses.
James has been a speaker for many professional organizations, financial institutions, and
for the Financial Planning Program for the University of Hawaii at Manoa.
EXPERTISE
- - Serving business, non-profit organizations and families.
- - Assist families with difficult tax and financial issues.
- - Provide a roadmap towards financial independence.
CREDENTIALS
- - BBA, University of Hawaii at Manoa
- - Certified Financial Planner™ professional
- - Certified Public Accountant
PROFESSIONAL SERVICES AND MEMBERSHIPS
- - Member Financial Planning Association
- - Member Hawaii Association of Public Accountants
- - Member American Institute of Certified Public Accountants
- - Member Hawaii Society of Certified Public Accountants
- - Member National Association of Tax Practitioners
- - Previous Million Dollar Round Table member
- - Previous Director and Officer of various trade and non-profit organizations
BUSINESS APPROACH
Provide information to clients so that they can make informed financial decisions.
ROOTS
After 16 years of being a "military brat," settled down to school and growing up in Windward Oahu. Graduated from Kailua High School and the University of Hawaii at Manoa.
FAMILY
Life Partner, Lynn and three children