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Central Pacific Investment Services

Personalized financial guidance and integrated services for professionals ready to protect and grow what they’ve built.

CPB Wealth Management offers more than investment advice. We bring together financial planning, investment management, private banking, and trust services under one roof so your financial life works as one cohesive strategy, guided by an advisor who knows you.

What would you like to do?

Find simple ways to take the next step. Whether you’re ready to start planning, talk to an advisor, or explore a specific service, we got you.

Integrated wealth services designed for your goals.

We don’t just manage investments, we help you build a financial plan that connects every part of your financial life. Each service works together, guided by one dedicated advisor who understands the full picture.

Financial planning

Best for: Professionals building a clear roadmap for the future

  • Retirement planning

  • College savings planning

  • Estate & legacy planning

  • Tax-efficient strategies

Families & life transitions

Best for: Growing and protecting your wealth with expert oversight

  • Customized investment portfolios

  • Guided Wealth Portfolios (digital)

  • Ongoing portfolio reviews

  • Coordination with your broader financial plan

Private banking

Best for: High-net-worth clients with complex, multi-dimensional needs

  • Dedicated private banker

  • Preferred rates on loans & deposits

  • Concierge banking services

  • Integrated investment & trust coordination

Clear fees. No surprises. No paperwork for your first meeting.

The details:

  • Advisory fees: explained upfront
  • Initial conversation: 30–60 minutes
  • Planning recommendations: A few weeks
  • Start Online or In-Branch

What you’ll need:

  • Basic financial info
  • Your goals & questions
  • No paperwork for first meeting

Financial planning and investment advice tailored to your life.

CPB’s Planning & Investments services are built for professionals who want proactive, personalized guidance—not generic advice or infrequent check-ins.

What we help you plan:
  • Retirement income and savings strategies

  • College and education funding

  • Estate and legacy planning

  • Tax-efficient investment strategies

  • Insurance and risk management

  • Life transitions (career changes, inheritance, divorce)

How we invest on your behalf:
  • Customized, goals-based portfolios

  • Guided Wealth Portfolios (online investment management)

  • Regular portfolio reviews and rebalancing

  • Coordination with your financial plan and tax strategy

  • Access through Central Pacific Investment Services / LPL Financial

Advisors who know your name—and your goals.

At Central Pacific Bank, your relationship with your advisor doesn’t end after the first meeting. We stay engaged, proactively reach out, and coordinate across every part of your financial life so you never feel like you’re in the dark.

  • Laura Komoda

    VP, Assistant Director of Private Banking

    NMLS#792868

  • Anna-Lena Zanolini, CWS®

    VP, Senior Private Banking Officer

    NMLS#652877

  • Colleen Sasaki

    VP, Senior Private Banking Officer

    NMLS#386930

  • Yevette Tu

    AVP, Private Banking Officer

    NMLS#639289

  • Yuko Matsuura

    Private Banking Associate II

    NMLS#639242

  • Carson Young

    AVP Private Banking Officer

    NMLS#1529635

  • Mathew Shibata

    VP, Private Banking Officer

    NMLS# 1440878

Modern digital tools. Personal advisor relationships.

Access your accounts, review your portfolio, and stay connected with your advisor anytime, anywhere. CPB combines the convenience of digital tools with the depth of dedicated wealth management.

Feature highlights:

Launching something new in Hawaiʻi?


  • Online account access & portfolio visibility

  • Guided wealth portfolios — digital investment management 
through Central Pacific investment services

  • Secure advisor messaging

  • Mobile banking app

  • 24/7 account access from anywhere, including abroad

  • Online investment services via LPL Financial

Wealth and investment insights from financial experts.

Offering expert insights on a variety of topics such as home affordability, small business growth, international economic trends, and digital banking.

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    88 Tees, a beloved local brand founded by Loukie Wong, brings fashion with a unique aloha spirit. From limited-edition designs to exclusive collaborations, every visit offers something new. With special discounts this holiday season and a strong partnership with CPB, 88 Tees continues to thrive as a favorite.
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    A business line of credit (BLOC) is a business loan that allows the borrower to access funds up to a predetermined amount as needed. This loan offers various types of repayment plans available to pay back the borrowed money, along with interest charges.

Need other banking services?

Central Pacific Bank offers a full suite of financial services for the individual, business, and more.

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