Kristi's Team

Photo of Kristi Chun

Kristi Chun, FSCP®, CLTC®, CFP®

Partner & Financial Adviser

CA Insurance License Number # 0L74431

Background

Born and raised in Kaneohe, Kristi has made it her mission to serve the people of Hawai’i by helping them reach their short and long-term financial goals. As a fourth-generation local girl, she understands the unique landscape of her home state, including its distinctive economy, real estate markets, and job markets. Whether you are purchasing a home, looking towards retirement, or planning for college, Kristi can translate the complex financial world for you and coordinate a team of professionals tailored to helping you realize your financial aspirations. Hawai’i has taught her many things, but none more impactful than the importance of community, relationships, and family values. With this in mind, Kristi treats all of her clients like family.

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Kristi’s holistic approach to financial advising enables her to work with clients from all different stages of life, but she is passionate about working with those who call Hawai’i their home. She is dedicated to helping individuals and families with their specific planning needs, while navigating the challenges and opportunities we all face living here.

In addition to her Hawai’i life insurance and health insurance licenses, Kristi has earned FINRA Series 6, 7, 63, and 66 licenses. This combination of licenses enables her to provide a comprehensive approach to financial planning, retirement planning, estate planning, college funding, investments, and more.

Kristi and her family currently live in Honolulu. When away from the office, she loves to spend as much time as she can with her husband and son, taking advantage of all Hawai’i has to offer, including the beaches, hiking, and enjoying all of Hawai’i's ono food.

Photo of Kristi Chun

Achievements

  • Million Dollar Round Table Member, Court of the Table* (2021)
  • Million Dollar Round Table Qualifying Member* (2012 - 2020)
  • New York Life President's Council Qualifier** (2012 - 2018, 2020, 2021)
  • New York Life Executive Council Qualifier** (2010-2011, 2019)
  • New York Life Scholastic Awards Judge (2017, 2018)
  • New York Life Life All-Stars Award# (2010 - 2017)
  • New York Life Foundation Community Impact Grant Recipient (2014)
  • New York Life Annuity Champion# (2011 - 2013)
  • New York Life Long-Term Care Circle of Champions Member# (2011, 2013)
  • New York Life New Agent Case Rate Leader of the Year# (2009)
  • New York Life Quality Council Qualifier# (2009)
  • FSCP® Designation Since 2021
  • CLTC® Designation Since 2021
  • CFP® Certificant Since 2016
  • LUTCF® Designation Since 2010
  • Registered Representative for NYLIFE Securities LLC Since 2007
  • Agent with New York Life Insurance Company Since 2006

Community

Kristi is committed to advocating for her clients and industry. She has served as New York Life's Political Involvement Leader, is an active member of the YAT (Young Advisory Team), and for years, played an integral part of NAIFA (National Association of Insurance and Financial Advisors) before taking a step back from her board member position. As a former member of the Rotary Club of West Honolulu, Kristi also spent years learning how to create change on a local and global scale. A skill she continues to practice to this day.

Team

Photo of Amanda Lui

Amanda Lui

Client Experience Manager

Amanda was born and raised in Honolulu, Hawaii. She graduated from Henry J. Kaiser High School and the University of Hawaii at Manoa. While at UH, she attended the Shidler College of Business. Majoring in Marketing, International Business, and minoring in English, has taught Amanda that communication and a client-centered mentality is key in any successful business. She currently serves as Kristi’s Operations Manager. On her days off, Amanda loves traveling, hiking, and spending time with her family.

(808) 547-2473 Business
(808) 599-1869 Fax

amanda@hipacfinancial.com

Contact

building image

Davies Pacific Center

Directions

Located in downtown Honolulu in the Davies Pacific Center:

Directions to parking (On Alakea Street)
Note: Clearance 6’ 1”

H-1 Eastbound:

  1. Exit at Pali Highway off-ramp (stay right heading downtown)
  2. Continue onto Bishop Street
  3. Left at Queen Street.
  4. Left at Alakea (stay in left lane)
  5. Left into Davies Pacific Center parking garage

H-1 Westbound:

  1. Exit at Vineyard Street off-ramp
  2. Left at Pali Highway
  3. Continue onto Bishop Street
  4. Left at Queen Street
  5. Left at Alakea (stay in left lane)
  6. Left into Davies Pacific Center parking garage

Nimitz Highway:

  1. Left at Alakea (stay in left lane)
  2. After Queen Street, Left into Davies Pacific Center parking garage
 

Kristi is licensed and services clients in these states.

map of where Kristi Chun does business

*As of December 2021.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Council is an annual company recognition program based on agent production from July 1-June 30.

#Sales achievement awards.

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Background

Kristi’s holistic approach to financial advising enables her to work with clients from all different stages of life, but she is passionate about working with those who call Hawai’i their home. She is dedicated to helping individuals and families with their specific planning needs, while navigating the challenges and opportunities we all face living here.

In addition to her Hawai’i life insurance and health insurance licenses, Kristi has earned FINRA Series 6, 7, 63, and 66 licenses. This combination of licenses enables her to provide a comprehensive approach to financial planning, retirement planning, estate planning, college funding, investments, and more.

Kristi and her family currently live in Honolulu. When away from the office, she loves to spend as much time as she can with her husband and son, taking advantage of all Hawai’i has to offer, including the beaches, hiking, and enjoying all of Hawai’i's ono food.

*As of September 2020.

x

Achievements

  • CFP® Certificant Since 2016
  • 2012 - 2021 Million Dollar Round Table Qualifying Member*
  • 2012 - 2018, 2020 New York Life President's Council Qualifier**
  • 2010 - 2017 New York Life Life All-Stars Award#
  • 2011 - 2013 New York Life Annuity Champion#
  • 2011, 2013 New York Life Long Term Care Circle of Champions Member#
  • 2010 - 2011 New York Life Executive Council Qualifier**
  • LUTCF® Designation Since 2010
  • 2009 New York Life New Agent Case Rate Leader of the Year#
  • 2009 New York Life Quality Council Qualifier#
  • Registered Representative for NYLIFE Securities LLC
  • Agent with New York Life Insurance Company Since 2006

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Council is an annual company recognition program based on agent production from July 1-June 30.

#Sales achievement awards.

x

Community

Kristi is committed to advocating for her clients and industry. She has served as New York Life's Political Involvement Leader, is an active member of the YAT (Young Advisory Team), and for years, played an integral part of NAIFA (National Association of Insurance and Financial Advisors) before taking a step back from her board member position. As a former member of the Rotary Club of West Honolulu, Kristi also spent years learning how to create change on a local and global scale. A skill she continues to practice to this day.