Kaimalu Cope, a native of Kealakekua, brings a wealth of expertise and a deep connection to the community as a Wealth Advisor Associate and AAMS™ at Easley Wealth Management. He earned his Bachelor of Business Administration in International Business from Concordia University Irvine and later obtained his International MBA from the École Supérieure Libre des Sciences Commerciales Appliquées in Paris, France. Kaimalu's educational journey also includes specialized training from the College of Financial Planning, where he achieved his Accredited Asset Management Specialist (AAMS™) designation.
With six years of experience in the financial industry, Kaimalu has worked with prestigious firms such as Morgan Stanley and Merrill Lynch. His career began during a challenging bear market, which honed his skills in navigating complex financial landscapes. Kaimalu specializes in financial planning, retirement planning, estate planning, and sustainable investing, ensuring that his clients receive comprehensive and tailored advice.
Outside of work, Kaimalu is deeply involved in the community. He is the President of Hui Ho'oniho, a 501(c)(3) organization dedicated to restoring historical and cultural sites in Hawai'i. He enjoys outrigger paddling, farming, and hiking, and often spends time with his pets: Waimea, a Terrier/Wolf Hound mix; Kiele, a Jack Russell Terrier; and Ko'o, a kitten. His mother lives on the North Shore of O'ahu near Kahuku, and his brother resides in Anahola, Kauai, keeping him closely connected to his roots.
Kaimalu's favorite part of his role is building lasting relationships with clients, witnessing their financial milestones, and being a valued advisor on their journey. He is passionate about educating clients on financial concepts, strategies, and economic conditions, empowering them to make informed decisions.
His go-to financial advice emphasizes setting clear and attainable goals, understanding risk tolerance, diversifying investments, maintaining a long-term perspective, and regularly reviewing and adjusting portfolios. Kaimalu is committed to ensuring that he and his clients are a good fit for each other, fostering a partnership built on confidence and mutual goals.