Name: XPX Hawaii (XPX HI): Trends in Exit Planning/Valuing a Business
Start: 2025-06-25T11:30:00-04:00
End: 2025-06-25T13:00:00-04:00
Location: Pacific Guardian Center Event Room | 733 Bishop St, Makai Tower | Honolulu, HI 96813

Community

Launch Committee

Showing 12 Members

Treasurer

Launch Committee

Daniel Kaanana

Assistant Vice President, Corporate Banking

American Savings Bank

Program Chair

Communications

Launch Committee

Alexander Fowler

Financial Advisor

Morgan Stanley

Launch Committee

Scott Simon

Founder/Coach

Simon Leadership Group

Launch Committee

Ken Kiwada

Consultant

Pension Services Corporation

Communications

Launch Committee

Daniel Lam

Partner

Goodsill Anderson Quinn & Stifel LLP

Launch Committee

Phillip Chou

Senior Managing Director

Ambrose Advisors

Membership Chair

Launch Committee

Geal Talbert

Senior Vice President - Financial Advisor

Morgan Stanley

Launch Committee

Darryl Nitta

Partner

Accuity LLP

Secretary

Sponsorship Co-Chair

Launch Committee

Michael O'Malley

Partner

Goodsill Anderson Quinn & Stifel

Vice President

Sponsorship Co-Chair

Launch Committee

Joan Fujita

Tax Principal

Accuity LLP

President

Launch Committee

Brandon Park

Executive Director, Wealth Management

Morgan Stanley

Launch Committee

Kyle Shelly

Director & Senior Vice President

American Savings Bank

Advisor Professions

Accountants

Attorneys

Bankers

Coaches

Consultants

Insurance Providers

Investors

M&A Intermediaries

Non-Profits

Valuators

Virtual managers

Wealth Planners

Advisor Principles

Put The Client First

Work Collaboratively

Think Long Term

Consider The Human Angle

Always Be Learning

Collaboration Stories

XPX Member Stu Welsh and The Power of 5

Dick Albu on learning and collaborating at XPX

Chapter Events

XPX Hawaii (XPX HI): Trends in Exit Planning/Valuing a Business

Jun 25, 2025 ⋅ 11:30am - 1:00pm (HST)

XPX Hawaii (XPX HI) - Networking Social - SAVE THE DATE!

Jul 23, 2025 ⋅ 5:00pm - 8:00pm (HST)

Featured

XPX Next 2025

Jul 15, 2025 ⋅ 1:00pm - 4:00pm (EDT)

An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

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Want to Learn More?

Contact one of our Chapter Leaders or download our XPX Hawaii One Sheet.

Community

Upcoming Chapter Events

Jul

Featured

XPX Next 2025

Tue ⋅ 1:00pm - 4:00pm (EDT)

Virtual, Swapcard login info sent prior to the event

An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

Jun

XPX Hawaii (XPX HI): Trends in Exit Planning/Valuing a Business

Wed ⋅ 11:30am - 1:00pm (HST)

Pacific Guardian Center Event Room | 733 Bishop St, Makai Tower | Honolulu, HI 96813

Jul

XPX Hawaii (XPX HI) - Networking Social - SAVE THE DATE!

Wed ⋅ 5:00pm - 8:00pm (HST)

TBD

Our Members

Phillip Chou

Ambrose Advisors

Senior Managing Director

Alexander Fowler

Morgan Stanley

Financial Advisor

Geal Talbert

Morgan Stanley

Senior Vice President - Financial Advisor

Mark Bratton

Colliers

Sr VP

Joan Fujita

Accuity LLP

Tax Principal

Put The Power of XPX Membership to Work For You - and Your Clients

Community

Launch Committee

Advisor Professions

Advisor Principles

Collaboration Stories

XPX Member Stu Welsh and The Power of 5

Dick Albu on learning and collaborating at XPX

Chapter Events

More Events

Gold Sponsors

Bronze Sponsors

Want to Learn More?

Community

Upcoming Chapter Events

Our Members

Make XPX Part of Your Business Plans

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