As a Financial Advisor, Jodi’s greatest gifts are the relationships she has with her clients.  She joined Wells Fargo Advisors in 2016, after serving clients for over the past 20 years at two fortune 100 wealth management firms.  Jodi was born and raised in Hawaii as the second child of four. Her passion to help others was ingrained by watching her father who was a blue collar worker and mother originally from Japan, work hard to provide for their family and did not know the “how to” invest.  Jodi has dedicated her career to helping clients grow and manage their wealth through up and down markets. Jodi earned a Bachelor of Arts degree in Finance and International Business from the University of Hawaii at Manoa.  She started as an intern and worked her way to be a financial advisor. She maintains her Series 7, 63, 65 securities registrations and holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Her specialty area is women in transition, small business owners and retirees. Jodi is an advocate in teaching financial literacy for schools, local non-profit and community organizations. Jodi gives back to her local community and currently serves as a board member for the Honolulu Japanese Chamber of Commerce (HJCC), Council Leader of the U.S. - Japan Council, and Advisory Board member of the Hawaii Tax Institute. Jodi is a third-degree black belt in Judo and is a volunteer assistant instructor at the Honolulu Police Activities League.  She enjoys spending her free time with her husband and her two daughters.

Jodi has been recognized most recently as one of Forbes Best in State Wealth Advisors 2024 and Forbes Top Women Wealth Advisors Best-in-State 2024. She is also on the Platinum Council at Wells Fargo Advisors.  

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors and Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.  Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.