Roy Kobatake began his financial services career in 1967. Roy specializes in assisting individuals, families, and businesses with the accumulation and preservation of wealth. He utilizes a comprehensive process which addresses investment, retirement, estate, and business strategies. Over the course of Roy’s tenure at Tax & Financial Group, he has assisted in the formation of Team Kaizen, a group of experienced trusted advisors and staff who work together to provide comprehensive financial services.
Roy maintains a commitment to continuing education in the areas of financial products, tax laws and advanced strategies which has earned him an excellent reputation in the industry. Roy is a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and holds his Life and Property and Casualty Insurance Licenses as well as the Series 6, 7, 63, and 65 securities registrations. He is also a Registered Representative and an Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.
As an involved and active member in the Honolulu business community, Roy often reminds himself in a unique position of being able to support charitable causes. Roy serves as a board member of the Central YMCA, he is also a part of the University of Hawaii’s Alumni Association. Born and raised in Honolulu, Roy was the Co-Owner of Four Star Insurance Agency from 1988 until a merger with Noguchi and Associates, Inc. in 1998. In his free time, you can find Roy with friends and colleagues out on the golf course and exercising.
Roy’s Professional Philosophy: “Always keep the best interests of the client in mind, and all else positive will follow.”