Kirk Taniguchi grew up in Hawaii and offers access to the investment resources of Merrill Lynch Wealth Management and banking services of Bank of America to help clients achieve their financial goals.
He has been in the financial services industry since 1995 when he started working for Merrill at their New York City global headquarters after graduating from business school. He joined the Merrill office in Honolulu in 2001.
Kirk holds a bachelor’s degree in Economics from Occidental College and a Master's degree in Business Administration (MBA) from Columbia University. He earned his Certified Investment Management Analyst® (CIMA®) designation in 2004.
In 2013, Kirk was named one of "America's Top 1,000 Financial Advisors" by Barron's (Published on February 18, 2013. Rankings based on data as of September 30, 2012). In 2014, 2015 and 2016, Kirk was named one of "America's Top 1,200 Financial Advisors" by Barron's (Published annually in March. Rankings based on data as of September 30 of prior year.).
*Source: The Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, published annually in March. Rankings based on data as of September 30 of prior year. The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative measures include assets under management, revenue generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
