Carl Choy- CKW Hawaii
Carl E. Choy
Focus:
Asset Allocation, Estate Planning and Client Strategies
Carl Choy’s Background:
- Licensed in the financial industry since 1982
- CIMA accreditation, University of Pennsylvania‘s Wharton School
- Former Associate Faculty, Wharton School of Business
- Former Faculty, College for Financial Planning
- Former SVP, Institutional Consultant, Morgan Stanley/Merrill Lynch
- Former Regional ESOP Specialist, Morgan Stanley
- Hawaii‘s #1 Advisor by Hawaii Business Magazine, 2006
Community Involvement:
- International Foundation of Employee Benefit Plan
- National Captive Insurance Forum
- Investment Management Consultant Association
- Conference Speaker
Carl Choy’s Blog Post: