The power of investing now

Get your financial future on track

Miyamasu Shiu Wealth Consulting Group

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Architect at drawing table

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Daniel Shiu Headshot

    Daniel Shiu, CFP®, ChFC®, CRPS®, CEPA

    Senior Vice President–Wealth Management

    Branch Manager

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    • AK
    • AL
    • AZ
    • CA
    • DC
    • DE
    • FL
    • HI
    • ID
    • IN
    • MA
    • MD
    • MN
    • NV
    • OR
    • PA
    • SC
    • TX
    • VA
    • WA

    Dan believes people should spend less than they make, so they can have the opportunity to invest consistently, while minding the long term. It is with this philosophy that Dan leads the client service culture of the Honolulu branch to create an environment where the financial advisors help to solve complex problems for clients. Dan advises the FAs to put themselves in the shoes of the clients, much as he does, and to keep things clear, so as to help clients define and reach their goals. 

    Dan specializes in working with business owners and retirees on their retirement plans, providing personalized, proactive, and customized advice to individuals and retirement plan sponsors for 401(k) programs, defined contribution plans, and qualified retirement plans. He has continued to expand his knowledge base with educational programs in the areas of retirement planning, income and estate taxes, investments, and insurance, gaining certifications as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Retirement Plans Specialist (CRPS), and Certified Exit Planning Advisor (CEPA).  

    Born and raised in Honolulu, Dan attended the Iolani School locally. Shortly after graduating cum laude from Claremont McKenna College with a double major in Economics and Government, he began a career as a research associate with Booz Allen & Hamilton in San Francisco, moving back to Hawaii as a management consultant with Ernst & Young. He started with UBS as a financial advisor in Honolulu in 1994 and became branch manager in 2016. 

    A family man with two sons, Dan and his wife Sandee have been married for 28 years. For 15 of those years, Dan has been coaching youth soccer, to remind himself that there is more to life than money. It also reminds him that life’s priorities change over time, whether you are 7, 15, 35, 50 or 70, and it is important to honor those changes.

     

    CA Insurance License Number OI54711

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      • Chartered Retirement Plans Specialist℠
      Retirement Plan consulting
      Multi-generational families
      Business owners
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813
    • John Miyamasu Headshot

      John M. Miyamasu

      First Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • HI
      • MA
      • MD
      • NH
      • NV
      • OR
      • TX
      • WA

      With over 46 years of investment experience, John is a Senior Retirement Planning Consultant who specializes in retirement planning for business owners and individuals.  He has served as the Assistant Branch Manager for the Honolulu complex of UBS Financial Services.

      John lives in Honolulu with his wife Faye.  His daughter Christina is an attorney in Washington State and his son Patrick is a dentist in Chicago.

            Investing
            Custom portfolios
            Asset allocation
            733 Bishop Street
            Suite 1600
            Honolulu, HI 96813
          • Keith Kawamoto Headshot

            Keith Kawamoto, CFP

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • FL
            • HI
            • MD
            • NV
            • OR
            • TX
            • WA

            With over 23 years of investment experience,  Keith is a Certified Financial Planner (CFP).  Keith is responsible for creating customized holistic financial plans along with providing clients with ongoing support and services.  He specializes in trading operations and investment plan implementation.

            Keith lives in Honolulu with his wife Alison and their children Tyler and Emily.

                • CERTIFIED FINANCIAL PLANNER™
                Legacy planning
                Retirement planning
                401(k) plan services
                733 Bishop Street
                Suite 1600
                Honolulu, HI 96813
              • Tracy Nakashima Headshot

                Tracy Nakashima

                Associate Director

                Senior Wealth Strategy Associate

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                • CA
                • DC
                • DE
                • FL
                • HI
                • MD
                • NC
                • NV
                • NY
                • OR
                • PA
                • SC
                • TX
                • VA
                • WA

                Tracy has over 25 years of experience in the financial industry and has been with UBS Financial Services for the last 15 years as an Associate Director, Senior Wealth Strategy Associate.  Tracy is a graduate of Iolani School and University of Southern California where he received a Bachelor of Art in Economics. He has also received an MBA from the University of Hawaii and has studied law at the California School of Law. Tracy has served on non-profit organization boards of Prevent Child Abuse Hawaii, Young Business Council, Good Beginnings Alliance, Hawaii Children’s Action Network, Big Brothers and Big Sisters, Japanese Junior Chamber, The Movement Center, and Kapahulu Senior Center.

                      733 Bishop Street
                      Suite 1600
                      Honolulu, HI 96813
                    • Jenny Do Headshot

                      Jenny Do

                      Financial Advisor

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                      • AZ
                      • CA
                      • CO
                      • DE
                      • FL
                      • HI
                      • ID
                      • MA
                      • MD
                      • MN
                      • MO
                      • NH
                      • NV
                      • OR
                      • PA
                      • TX
                      • WA

                      Jenny supports clients who believe that their investments should be consistent with the causes, issues and beliefs that are important to them by developing a value-based investment strategy that helps clients pursue their financial goals. She works with families and small businesses to help them articulate their short and long term goals to recommend a holistic financial and retirement plan.

                      Jenny is a graduate from the Shidler College of Business at University of Hawaii at Manoa with a bachelor's degree in Finance, Marketing, and International Business. Outside of work, she leads climate change community service and philanthropy projects that positively impacts the Hawaiian Islands culture and environment. In her free time, she enjoys videography, paddling canoes, sailing, and traveling.

                            Philanthropy
                            Sustainable investing
                            Retirement Plan consulting
                            733 Bishop Street
                            Suite 1600
                            Honolulu, HI 96813

                          Our Podcast: Moving Tides in Hawaii Business

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                          Listen to Moving Tides in Hawaii Business with Jenny Do and Daniel Shiu. In our podcast, we host conversations with business owners on forward looking topics relevant to the Hawaii business community in incorporating sustainability within businesses. We’ll be exploring how successful business owners incorporate environmental efforts in their business practice, how to build a thriving business and how to smoothly exit your business.

                          Click here to listen now

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Our Philosophy

                          Our Philosophy

                          Sustainability matters

                          Seek returns and drive change through sustainable investing

                          Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

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