Hawaii Planning Group at Morgan Stanley

Leslie Hidaka is the founding member and leader of the Hawaii Planning Group at Morgan Stanley. With over 40 years of experience managing the complex financial planning and investment needs of individuals, corporation, foundations, qualified retirement plans, and institutions, Les believes in the importance of listening to each client in order to provide comprehensive wealth management advice. He has leveraged this experience to build a team dedicated to delivering customized solutions and service excellence.

Les is recognized as a top advisor, earning membership in Morgan Stanley’s Masters Club from 2010 to 2020 & the Century Club from 2021 to 2022. He began his career at PaineWebber in 1981, where he formed the Hidaka Financial Consulting Group. In 2007, Les and his team joined Morgan Stanley, later forming the Hawaii Planning Group as Senior Vice President. At Morgan Stanley, he has achieved the titles of: Senior Investment Management Consultant, Portfolio Management Director and an Alternative Investment Director.

A graduate of University of Hawaii at Manoa with a Bachelor’s degree in finance. Les holds Series 7, 63, 65, Hawaii insurance licenses, and a Certified Investment Management Analyst designation.

Les is actively involved in a variety of community and charitable organizations. He sits on the Board of Kuakini Foundation as Secretary, Treasurer and board member. He is an active member of both The Pacific Club—having served as wine committee chair—and the First Presbyterian Church, having served as finance chair.

In his spare time he enjoys surfing, golfing and yoga. He and his wife, Doreen, have two children, Laura and Aaron, and they spend their spare time with their Cavalier King Charles Spaniels, Sophie and Klay.

Reid has 28 years of experience in the financial services industry & is currently a Senior Vice President – Portfolio Management Director – Wealth Advisor. He is one of the founding members and a Senior Partner of the Hawaii Planning Group at Morgan Stanley. The team manages over $2.2 Billion in client assets as of 6/28/24. He has extensive experience consulting individuals, corporations, foundations & endowments in regard to financial planning, estate planning strategies, retirement planning, investment allocation, & insurance planning.

Reid received his BBA from the University of Hawaii & has obtained the Series, 7, 63, 65, Hawaii Life Insurance licenses, & NMLS Mortgage License.

He was selected as a Forbes Best in State Wealth Advisor in 2021, 2022, 2023, & 2024, the Hawaii Planning Group was named a Forbes Best In State Wealth Management Teams in 2023 & 2024, designated a Premier Advisor in Honolulu by the National Association of Board Certified Advisory Practices (NABCAP) in 2012 & 2013. He was also named a Five Star Professional Wealth Manager from 2013 to 2019 along with being recognized at Morgan Stanley to the Pace Setters Club from 2014 - 2018 & the Century Club from 2019 - 2024.

Reid spent 7 years at Morgan Stanley (1996 - 2003) as a Financial Advisor working with an institutional consulting group that oversaw $1.3 billion in client assets that focused on foundation/endowment, union pension plans, & corporate accounts. His direct responsibilities were client relationship management, marketing, asset allocation modeling, investment manager search and due diligence, & drafting investment policy statements.

Reid then went on to be a Regional Manager for investment management firm Lord Abbett & Co. from (2004 - 2009). He was at UBS Wealth Management from (2009 - 2013), & returned back to Morgan Stanley in 2013.

He has been actively involved in the community with leadership & membership roles at Big Brothers & Big Sisters Hawaii as a Board of Directors member, Oahu Country Club & Waialae Country Club.

2021-2022-2023-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2023-2024 Forbes Best In State Wealth Management Team
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based 12 month time period March of year prior to issuance of award.

2013-2019 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Kenneth Ikeda is a founding member and senior partner of the Hawaii Planning Group at Morgan Stanley. Ken earned his CERTIFIED FINANCIAL PLANNER^® designation in 2002 and has been an active member of the Financial Planning Association. With his background in education, Ken is skilled at simplifying the complexities of financial planning and investing. In addition, he helps to manage the team while engaging with clients directly in their wealth management, portfolio reviews, asset allocation, research, investment strategies and financial planning.

Ken joined the Hidaka Group in 1999 as a financial advisor with UBS PaineWebber, obtaining his Series 7, 31, 65 and 66, then moved with the group to Morgan Stanley in 2007. At Morgan Stanley, Ken has achieved the titles of: First Vice President, Investment Management Consultant and Senior Portfolio Manager.

Born and raised in Honolulu, Ken graduated from Punahou School and went on to graduate from Grinnell College in 1990. After earning his master’s degree in education from Indiana University in 1992, he was a 4th grade teacher in Hawaii and then an executive director for a computer education company in New York City. He now lives in St. Louis, Missouri, traveling back to Hawaii on a regular basis to visit clients and family. Ken and his wife, Jen, enjoy spending time raising their triplet teenaged daughters while attending to their three poodle-mix dogs, two loud birds, two fat guinea pigs and one black cat.

Alan Tom is a Senior Vice President with 27 years of experience as a Financial Advisor. Prior to working at Morgan Stanley, Alan was a Certified Public Accountant at KPMG, a leading international audit firm. He worked as a CPA for 9 years and was a Senior Manager before joining Smith Barney in 1995. While at Smith Barney, Alan was a member of Smith Barney’s Century Council from 2001 to 2002, and the President’s Council from 2003 to 2008. In 2022, 2023, & 2024, he was selected as Best in State Wealth Advisors by Forbes Magazine. He currently holds titles as a Senior Investment Management Consultant and Financial Planning Specialist.

Alan is a graduate of Punahou School and received his Bachelor of Arts degree in Accounting and a Master of Science degree in Financial Planning-Tax Concentration from Golden Gate University. He is currently Series 7, 63, 65 licensed along with Hawaii Life Insurance and NMLS Mortgage licenses.
Alan enjoys fishing, golfing but most of all, family time. He and his wife Iris have two sons, Jared and Aaron.

2022-2023-2024​Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from June period of prior year of award.

Alan focuses on the growing need for individuals and families to develop comprehensive financial plans. He believes that having an actionable plan coupled with the right education is crucial in paving the way for a successful and enjoyable retirement lifestyle.

Alan began his career as a Wealth Advisor Associate with Morgan Stanley in 2015 before becoming a Financial Advisor in 2016. He earned his CERTIFIED FINANCIAL PLANNER^® designation in 2018 and holds the Series 7 and 66 licenses. Since joining the firm in 2015, Alan has worked with hundreds of individuals and families to create comprehensive financial plans that include retirement, estate planning strategies, investment planning, and healthcare planning strategies. Alan’s goal is to help ensure that every client is educated and making the proper financial decisions.

Alan graduated from the University of Hawaii with a degree in Finance, Management, and International Business in 2013. He and his wife Amy live in Aina Haina. In his spare time he enjoys reading, traveling, and golfing.

Charleen has 42 years of experience in the financial services industry and is currently a Senior Vice President, Wealth Advisor. She has extensive experience consulting individuals and corporations in regards to financial planning, estate planning strategies, retirement planning, investment allocation, and various insurance planning needs. She has obtained the Series 5, 7, 63, 65 and G3 licenses and is insurance licensed in HI, CA, NV and WA.

Charleen started her career as a Financial Advisor in 1981 with Dean Witter Reynolds. Ten years later, in addition to working as a Financial Advisor, she took on additional duties as an Assistant Manager of the Honolulu Branch of Morgan Stanley. Some years later, she decided to focus her time entirely on her Financial Advisory practice & is now a partner of the Hawaii Planning Group at Morgan Stanley which manages over $2.3 billion in client assets as of 9/30/24.

She has been recognized at Morgan Stanley & it’s predecessor firms to the Presidents Merit Award in 1982, Directors Club (1989,1992, 1993, 1995 to 2003 ,2005 to 2008), Outstanding Contribution to Investment Consulting in 1991, & Presidents Club in 2004. The Hawaii Planning Group was named a Forbes Best-In-State Wealth Management Teams in 2023.

Forbes Best-In-State Wealth Management Teams in 2023
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Charleen is a graduate of the University of Hawaii with a Bachelors of Business Administration. She has completed the Senior Financial Advisors Program at the Wharton School.

In her spare time she enjoys spending time with family and friends, travelling, music and the arts.

David’s career in the financial services industry began with Smith Barney in 2000. A passionate student of macro-economics and global capital markets, David has extensive experience with portfolio construction and management. David integrates his experience and knowledge of the markets to help guide clients in creating the right financial plan to help them achieve their financial goals.

David’s practice includes working closely with individual clients, corporations, retirement plans, non-profits, and foundations to help achieve their goals as well as maintain fiduciary compliance through all phases of the economic cycle.

He was selected as a Forbes Best in State Wealth Advisor in 2024. A recipient of Smith Barney’s Century Council for excellence in client services 2006, and 2007 as well as Five Star’s Wealth Manager award for 2013, 2014, 2015. The Hawaii Planning Group was named in 2023 to the Forbes Best-In-State Wealth Management Teams.

David currently holds series 7, 63, and 65 securities licenses along with Hawaii Insurance Licenses.

In addition to spending quality time with his wife and 2 daughters, David is an avid outdoorsman and loves hunting and ocean activities during his free time.

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Forbes Best In State Wealth Advisor
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23
Awards Disclosures

Jon Tsukamoto began his career with Nomura Securities, where he worked for two years before joining Paine Webber in 1991. In 2007 Jon, along with the Hidaka Group, joined Morgan Stanley as a Second Vice President in Wealth management.

Jon graduated from the University of Hawaii at Manoa with a bachelor’s degree in Finance, and earned his Series 7, 63, 65 and Hawaii insurance licenses.

Jon's practice is built around client relationships that are developed over time through different business and personal experiences. Jon helps clients plan for the different milestones in their lives by identifying goals and dreams. Together with the client, he develops a plan to help achieve these life goals and make their dreams a reality. Jon's commitment is to be of service to clients both professionally and personally by making a difference in their lives.

Currently, Jon serves as a Director for the Waialae Country Club for 2021 - 2023. From 2019 – 2020, Jon served as the Chairman of the Board for the Honolulu Japanese Chamber of Commerce. Jon is also a member of Friends of Hickam.

Jon enjoys fly fishing and golfing. He lives in Niu Valley with his wife, Carolyn, and their two children, Jaron and Cailyn.

Brandon Yamamoto is Vice President and a Financial Advisor of the Hawaii Planning Group at Morgan Stanley. He earned his CERTIFIED FINANCIAL PLANNER^® designation in 2011 allowing him to help develop comprehensive financial plans. His responsibilities include portfolio reviews, constructing portfolios, manager research along with financial planning and investment management for his clients.

Brandon began his career as an analyst with the Hidaka Group at UBS Financial Services before moving with the group to Morgan Stanley in 2007. He holds the series 7 and 66 licenses. Brandon graduated from the University of Hawaii with a degree in finance. He and his wife Sheena live in Mililani with their children Talon and Andie. Brandon enjoys coaching youth baseball and being around family and friends.

Securities Agent: MA, IL, NV, NY, OH, NC, OK, OR, TX, VA, HI, GA, FL, CT, CO, CA, AZ, AK, WA, MO, IA, MI, NM, IN, NJ, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1301190

Lance serves as a financial advisor and a Vice President with The Hawaii Planning Group at Morgan Stanley. He has earned a designation as a Chartered Retirement Plans Specialist^® allowing him to advise and manage corporate retirement plans, like 401(k)s and pensions for businesses of all sizes. Lance helps his clients with their comprehensive wealth management and financial planning needs. In particular, he enjoys working with business owners in developing financial strategies that assist them with the challenges of operating a successful business.

Lance Kakimoto joined the Hidaka Group at UBS Paine Webber in 2004 before moving to Morgan Stanley Smith Barney with the group in 2007. Lance received his Bachelor’s degree in Finance from Baylor University in Texas and has earned his Series 7, 66 and Hawaii insurance licenses. Additionally, Lance has earned designations as a Workplace Advisor-Equity Compensation and Portfolio Manager.

Lance dedicates his time and resources to charities that help some of the truly under-served through both Touch of Heart and the Center for Tomorrow’s Leaders. He has supported The Friends of Hawaii Charities, Mothers Against Drunk Driving (MADD) and Hawaii Christian Foundation. Lance is also an active member of the Pacific Club, having served as Club President in 2017. During his spare time, he enjoys playing tennis and cooking comfort food. Lance and his wife, Natalie, have two children, Megan and Noelle.

Ryan Matsuura is a Financial Advisor and integral member of the Hawaii Planning Group. As a CERTIFIED FINANCIAL PLANNER^® practitioner, Ryan maps out and executes comprehensive plans to help assess, evaluate and simplify client's financial future through the development of comprehensive, goals- based financial plans.

A member of the team since 2013, his responsibilities include financial planning, portfolio construction, manager analysis, and portfolio analytics.

A graduate of the University of Hawaii at Manoa, Ryan received his BBA in finance in 2013. During his junior and senior years, Ryan spent summers as an intern at Morgan Stanley where he developed his interest in helping people plan for the future.

After completing his education, Ryan stayed with Morgan Stanley and became a Financial Planning Associate before being promoted into his Financial Advisor role.

Since 2020 Ryan has been included as a member of the Firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated a high level of professional standards and world class client service. The Hawaii Planning Group in 2023 & 2024 was named a Forbes Best-In-State Wealth Management Teams.

Ryan is happily married to his wife, Christy. They spend most of their time enjoying parenthood with their son, Ty and daughter Kylie. When he has moments to spare, you could find him surfing or fishing on Hawaii's coastlines or enjoying a round of golf.


(808) 525-7917
ryan.matsuura@morganstanley.com

NMLS#1747309

2023-2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Shelley is a Financial Advisor and has worked with the Hawaii Planning Group at Morgan Stanley since 2016. She is also a Workplace Advisor, guiding individuals on how to effectively manage executive stock compensation.

Shelley loves meeting with clients and learning about their dreams, goals and plans for the future. She works with clients on investing to accomplish funding educational goals, complete retirement and healthcare planning, develop estate planning strategies, and pursue charitable giving endeavors. Her area of focus is helping clients create, implement and monitor their personal financial plans. Shelley also works with business clients and non-profit organizations to manage their investments and company retirement plans. She is a member of Morgan Stanley’s Pacesetter’s Club, a global program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.

Prior to working at Morgan Stanley, she began her career in the wealth management industry in 2009 at AllianceBernstein. As a Senior Associate with Bernstein Private Wealth Management in Los Angeles, she led a team managing $1 billion in private client assets, including endowment and foundation assets. In 2013, she joined Bernstein's Wealth Planning and Analysis group as a Senior Analyst. She was responsible for educating ultra-high net worth clients on managing executive compensation, wealth transfer strategies and charitable giving strategies in California, Colorado and Hawaii.

In her free time, she is active in supporting the local community and serves on the Board of Directors for Child & Family Service, a Hawaii based non-profit organization. She also volunteers as the Chair for the Child & Family Service Guild on Oahu. She is an Associate Member of the Hawaii Estate Planning Council and previously served on the Board of the Hawaii Society of Business Professionals. She enjoys cooking comfort food, golfing, spending time outdoors at the beach or a hike, and playing with her French bulldog, Evie.

Shelley was born and raised in Honolulu. She is a graduate of Punahou School and earned a Bachelor of Science in Business Administration from the University of Southern California. She holds Series 7, 63 and 65 licenses. In addition, she has life and health insurance licenses in Hawaii and California.

Russell partners with team members to address the specific needs and service issues of our clients in order to cultivate existing client relationships. He provides support on products and services as well as generates reports for account reviews. In addition, Russell collaborates with the members of the team to develop business plans and marketing strategies. Russell has 32 years of experience in the financial services industry and has previously worked at Nomura Securities and UBS Financial Services. 

(808) 525-6083
russell.oki@morganstanley.com

Lina's role for the Hawaii Planning Group is to handle all administrative duties for our clients.  These responsibilities include account paperwork, contributions and disbursements, address and beneficiary updates and all other operational and administrative requests.  Lina has over 14 years of experience in the investment industry and holds the Series 7 & 66 licenses.

(808) 525-7936
lina.p.aiwohi@morganstanley.com

Naomi's role for the Hawaii Planning Group is to handle all administrative duties for our clients.  These responsibilities include account paperwork, contributions and disbursements, address and beneficiary updates and all other operational and administrative requests.  Naomi has over 20 years of experience in the investment industry.

(808) 525-7952
naomi.a.sakumoto@morganstanley.com

Rob's role is to handle all administrative duties for our clients.  These responsibilities include account paperwork, contributions and disbursements, address and beneficiary updates and all other operational and administrative requests. 

Leah's role for the Hawaii Planning Group is to handle all administrative duties for our clients.  These responsibilities include account paperwork, contributions and disbursements, address and beneficiary updates and all other operational and administrative requests.  Leah has over 4 years of experience in the investment industry.