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Joan Martin

Relationship Manager , Maui - Kālai Services

Joan Martin is Vice President and Relationship Manager in the Kālai Services Group on Maui. She has 30 years of experience working with families and business owners helping them to successfully achieve their financial goals. She is knowledgeable in many areas of wealth management, including investments, real estate and mortgages, college planning, retirement planning, life insurance and annuities, with a focus on overall financial planning. Prior to joining the bank in 2011, Joan held management and business development positions with Wells Fargo Bank, John Hancock Financial Services and AXA Advisors.

Joan received her MBA in financial planning from Golden Gate University, San Francisco, and has lived on Maui since 1998. She is active in the Maui community, both as a Rotarian and as treasurer for the Hui No'eau Visual Arts Center.

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Maui - Kālai Services
Kālai Services Group
11 E. Kamehameha Ave.
Kahului HI 96732

Phone: (808) 856-2566

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