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STRATEGIC ALLIANCES


Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback and make sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Click below to learn more about HiPac Financial’s strategic alliances and find contact information for local professionals.

Our Strategic Alliances

HiPac Financial maintains strategic corporate alliances to provide clients access to a broad range of products and services.

Eagle Strategies Blue Logo in White Circle
Advanced Planning Group Logo in White Circle
NYL Blue Logo in White Circle

Our Local Alliances

HiPac Financial maintains key relationships with local experts to coordinate a team of professionals tailored to meet the individual client needs.

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Real Estate Agents
CPAs_Icon
CPAs
Loan Officers_Icon
Loan Officers
401(k) and IRA Rollovers_Icon
Property and Casualty Insurance
Attorneys_Icon
Attorneys
Medicaid Specialist_Icon
Medicare Specialist
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Family Law Attorneys
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Medicaid & Elder Law
Three Houses
Property Managers

The team at HIPac Financial is licensed and services clients in these states.

Map of US States HIPAC Is Licensed In Image

Global Vision | Local Touch TM

Est. 2006

Pacific Guardian Center
Makai Tower
733 Bishop St. Suite 2200
Honolulu, HI 96813

jeff@hipacfinancial.com
kristi@hipacfinancial.com
derek@hipacfinancial.com

For more information about NYLIFE Securities LLC and its investment professionals.

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Disclosure

Kristi Chun, Jeffrey Kao, Derek Tenn, and Robert Hsu are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Kristi Chun (CA Insurance License #0L74431).
Jeffrey Kao (AR Insurance License #8884373) (CA Insurance License #0G77429).
Derek Tenn (CA Insurance License #0F40726).
Robert Hsu (CA Insurance License #0L88308).

As a New York Life Agent, Kristi Chun is licensed and authorized to offer insurance in California, but HIPAC FINANCIAL may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Jeffrey Kao is licensed and authorized to offer insurance in California and Arkansas, but HIPAC FINANCIAL may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Derek Tenn is licensed and authorized to offer insurance in California, but HIPAC FINANCIAL may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Robert Hsu is licensed and authorized to offer insurance in California, but HIPAC FINANCIAL may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Kristi Chun, 733 Bishop St Ste 2200/2150, Honolulu, HI 96813, 808-529-6311.
Jeffrey Kao, 733 Bishop St Ste 2200/2150, Honolulu, HI 96813.
Derek Tenn, 733 Bishop St Ste 2200, Honolulu, HI 96813.
Robert Hsu, 733 Bishop St Ste 2200, Honolulu, HI 96813.

Kristi Chun, Jeffrey Kao, Derek Tenn, and Robert Hsu are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

HIPAC FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither HIPAC FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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