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Bonnie Fong CTFA, CWS

Senior Relationship Manager, Downtown - Kālai Services

Bonnie Fong is Senior Vice President and Senior Relationship Manager in the Kālai Services Group. She has been part of The Private Bank’s wealth management team for the past 33 years, most recently as Division Manager of Personal Trust, which provides trust administration, investment, real estate management and tax services to the bank’s high net-worth clients. This background serves as the foundation to the wealth management services provided to her clients within Kālai. She has published articles and is a frequent speaker on various estate planning and wealth management topics.

Bonnie earned a bachelor’s degree in business administration from the University of Hawaii at Manoa. She is also a graduate of the American Bankers Association National Trust School, holds Series 7, 24, 63 securities and Hawaii insurance licenses, and is a Certified Trust and Financial Advisor (CTFA). She has also received specialized training in lending to the affluent market. Bonnie is involved with community organizations. She has spent many years as a board member of Catholic Charities of Hawaii and the Hawaii Estate Planning Council and serves as a board member of the USS Missouri Memorial Association.

Bonnie was born and raised on Oahu with her family roots dating back to 1820 when her great-grandparents settled on Hawaii Island from Europe. Bonnie loves the ocean and to travel, and spends most of her free time with her family and friends venturing off on adventurous trips around the world.

Bonnie Fong Photo

Downtown - Kālai Services
Kālai Services Group
111 S. King St.
Honolulu HI 96813

Phone: (808) 694-4403

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