Our Firm

Contact Us

KSK Personal Financial Planning Services
Keith S. Kogachi, CPA/PFS
520 Lunalilo Home Rd #216
Honolulu, HI 96825
808-542-8005
kkogachi@kskpersonalfinancialplanning.com
FIRM
KSK Personal Financial Planning Services LLC is a limited liability company organized in the State of Hawaii to provide personal financial planning services. KSK Personal Financial Planning Services LLC is licensed with the State Board of Accountancy in the State of Hawaii.  KSK Personal Financial Planning Services LLC is registered with the Securities Division of the State of Hawaii as a Registered Investment Advisor.

The principal owner of KSK Personal Financial Planning Services LLC is Keith S. Kogachi, CPA/PFS. Mr. Kogachi previously was with Island Insurance Company, Limited, a Hawaii based property and casualty insurer. Mr. Kogachi served as Chief Investment Officer. Prior to Island Insurance Company, Mr. Kogachi was a partner at KPMG LLP, an audit, tax and advisory services firm.

Mr. Kogachi is a Certified Public Accountant (CPA). He has attained the Personal Financial Specialist (PFS) accreditation based on the experience, education and examination requirements in the field of personal financial planning of the American Institute of Certified Public Accountants.

Mr. Kogachi holds a Bachelor of Business Administration (Accounting) degree and Master of Business Administration degree from the University of Hawaii at Manoa.

SERVICES
Personal financial planning may include but is not limited to planning segments for retirement planning, budgeting/spending analysis, risk management and insurance planning, education planning, investment planning, income tax and estate planning.  The planning services provided by KSK Personal Financial Planning Services LLC incorporates a goal setting process for each of these segments as part of the development of a integrated personal financial plan.  Services may include assistance in the implementation and monitoring of these plans.

Initial consultation provided without charge in the privacy and comfort of your home.  Contact us at (808) 542-8005 or at kkogachi@kskpersonalfinancialplanning.com

 
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IMPORTANT DISCLOSURES

KSK Personal Financial Planning Services LLC and Broadridge Investor Communications Solutions, Inc. have entered into a licensing agreement for website and other services provided by Broadridge Investor Communications Solutions, Inc. under the licensing agreement.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of HI. No offers may be made or accepted from any resident outside the specific states referenced.