Since 1996, Chris has been helping families and businesses build and preserve wealth through active financial planning and tactical portfolio management.  Chris is a Certified Investment Management Analyst^® (CIMA^®) completing his coursework at MIT Sloan School of Management.

After spending 23 years gaining industry experience at Morgan Stanley both as a Wealth Advisor and Branch Manager, Chris founded Malama Wealth Management.  His process affords his clients the confidence of achieving their financial goals with a concierge-style service model.  At Malama Wealth, we help you create, manage and follow your financial plan.  We help you execute on that plan paying close attention to fees, taxes and asset location.  We stress the importance of distinguishing between the two major phases of investing, accumulation and distribution.  Emotions, strategies and solutions are significantly different between these two phases and they are important to understand.