top of page
Partner | Financial Advisor

Kai Ohashi, AAMS®

I entered the financial planning industry because I am passionate about helping people. My personal goals are achieved when my clients reach their ultimate goals. I believe it’s important to invest my time in understanding what you are working towards before you invest your money. We also work closely with your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your loved ones.

 

My diverse background rooted here in the islands is one of my strengths as I seek to understand where my clients are coming from. I was born in Shizuoka, Japan, and was raised in Pupukea on the North Shore of Oahu. I speak fluent Japanese and am a proud graduate of Kahuku High School.

EXPERIENCE

Prior to becoming a partner at Mission Financial group, I was a financial advisor and branch leader at Edward Jones for the past 10 years. Prior to that, I worked as a client relations manager for ING DIRECT/Capital One for four years.

EDUCATION

 

I attended the University of Hawaii Schidler College of Business, where I earned a Bachelor's degree in international business and marketing. I received the AAMS™ professional designation in 2016 to better assist my clients.

PERSONAL

 

Outside of my professional pursuits, I enjoy spending quality time with my wife (Larissa), and our new daughter Rumi. I enjoy spending time in the water surfing, traveling the world with my family, spending time with our Corgi and getting in some rounds of golf.

 

In the community, I am extremely proud of my involvement with the Alzheimer's Association Aloha Chapter, both as an Advisory Board Member and volunteer chair for their biggest fundraiser, "The Walk to End Alzheimer's." My grandmother suffers from Dementia, and I understand the impact that the disease has on both the person suffering from the disease and the family members who take on the role of caretaker.

IMG_5508_edited_edited_edited.png
groutline-01.jpg

Advisory services offered through Mission Financial Group, a Registered Investment Adviser. Securities offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. IFG and Mission Financial Group are unaffiliated entities.

Licensed to sell securities in the following states: AZ, CA, CO, FL, HI, IN, MA, MI, MT, NC, NV, NY, OH, OR, TX, WA.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. 

 

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Mission Financial Group LLC ("Mission").  Fidelity is a service provider to Mission. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Mission Financial and does not guarantee, or assume any responsibility for, its content. Fidelity Institutional™ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 961229.1.0.

bottom of page