I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Associations
- Hawaii Society of Certified Public Accountants
Honolulu, HI - Shidler College of Business Alumni Association
Board of Director
Honolulu, HI - Punahou School Alumni Association
Honolulu, HI - Financial Planning Association
Honolulu, HI - Chatan - Kadena Chojin Kai
Past President
Honolulu, HI
Services
- 401k Rollovers
- Corporate Retirement Plans
- Qualified Retirement Plans
- Municipal Bonds
- Cash Management
- Retirement Planning
- Estate Planning
- Philanthropic Services
- Lending Services
- Long Term Care Insurance
- Life Insurance
- Alternative Investments
- 529 Plans
- Annuities
- Planning for Special Needs Individuals
Education and Licensing
- Master of Business Administration
University of Hawaii at Manoa
Honolulu, HI - Bachelor of Business Administration - Accounting
University of Hawaii at Manoa
Honolulu, HI - Punahou School
Honolulu, HI - Certified Public Accountant
State of Hawaii - State Board of Accountancy
Honolulu, HI - Certified Financial Planner CFP
Certified Financial Planner Board of Standards Inc.
Honolulu, HI - Chartered Retirement Plans Specialist CRPS
College For Financial Planning
Denver, CO - Philanthropy Education Series
Hawaii Community Foundation
Honolulu, HI
Honors and Recognition
- Selected as being one of Hawaii's Top Wealth Managers by the Pacific Business News, in partnership with the National Association of Board Certified Advisory Practices. He has received this distinguished honor annually since the inception of the award.
- Pacific Business News, July 29, 2011 and July 27, 2012 issues - Recognized as being one of Hawaii's FIVE STAR Wealth Managers by Hawaii Business Magazine and Honolulu Magazine, in partnership with Five Star Professional. He has received this distinguished honor annually since the inception of the award.
- Hawaii Business Magazine and Honolulu Magazine, February 2011 & 2012 issues - Pacesetter's Club - Outstanding Leadership in Wealth Management Practices
2010, 2011 & 2012
Morgan Stanley* - Blue Chip Award - Excellence in Client Services
2006, 2007, 2008, & 2009
Morgan Stanley* - Recipient of The U.S. President's Volunteer Service Award
2007 & 2008
U.S. President's Council on Service and Civic Participation
Business Experience
- Present: Morgan Stanley*
Title: Vice President - Wealth Management, Financial Advisor
Grant provides comprehensive wealth management services to individuals, families, and institutional clientele. His experience includes estate, philanthropic, and retirement planning; investment analysis and portfolio management; securities-based lending; and the evaluation of life and long-term care insurance. His areas of focus include IRAs, Roth IRAs, IRA Rollovers, 401(k)s, tax-free income, and lifetime income. He is a CERTIFIED FINANCIAL PLANNER and CHARTERED RETIREMENT PLANS SPECIALIST.
He has also been a featured speaker on various financial planning topics for the Hawaii Society of Certified Public Accountants, Partnership for Philanthropic Planning Hawaii, and other organizations. - KPMG, LLP and Wachi & Watanabe CPA, Inc.
Title: CPA
He consulted and implemented tax and estate planning strategies for individuals, families, and businesses.
Bulletin Board
Please call or email me for a complimentary portfolio review.
Grant K.T. Kubota, CFP, CRPS is licensed in the following state(s):
AZ, CA, FL, HI, IN, NM, NV, OR
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
