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Bonnie Fong CTFA, CWS

Relationship Manager, Downtown - Kālai Services

Bonnie Fong is Senior Vice President and Relationship Manager in the Kālai Services Group. She oversees the administration of the personal trust department which includes trust, real estate, tax and estate settlement. She is also responsible for managing integrated wealth management teams, which deliver comprehensive wealth management services, including trust, investments, and private banking, to affluent clients. With over 30 years of experience in the wealth management industry, she has published articles and is a frequent speaker on various estate planning and wealth management issues.

Bonnie earned a bachelor of business administration degree from the University of Hawaii at Mānoa. 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 is a board member of Catholic Charities Hawaii and the Hawaii Estate Planning Council.

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

Phone: (808) 694-4403

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