Curtis Fessler CPWA^®, CAP^®, CEPA^®, CES^®, CTS^®

Curtis Fessler serves as Senior Vice President, Senior Wealth Strategist, and Director of the Wealth Strategy and Planning practice within the Kalai Services Group in The Private Bank at Bank of Hawaii. He is passionate about providing advice and education to successful families on advanced planning topics, including estate planning, business succession, risk management, philanthropy, and multi‑generational wealth strategies. In this role, he collaborates closely with relationship managers, bankers, and firm leadership to deliver an exceptional client experience for the bank’s top wealth clients.

Prior to joining Bank of Hawaii, he served on the Executive Committee as a Senior Managing Director of a multi‑family office dedicated exclusively to large, closely held entrepreneurial families. In that role, he led a team of specialized advisors while also supporting the firm’s highly selective national growth efforts. Earlier in his career, he was a Senior Wealth Strategist at a top‑25 U.S. bank, where he led planning and strategy efforts across the firm’s southeastern footprint and served as a trusted advocate for the institution’s most successful wealth, commercial, and corporate clients.

Curtis earned a degree in Finance from Auburn University and completed professional education through the University of Chicago Booth School of Business. Throughout his career, Curtis has held a Series7, Series6, Series65 , Series66 and health and life licenses. He holds multiple professional designations, including Certified Private Wealth Advisor, Chartered Advisor in Philanthropy, Certified Exit Planning Advisor, Certified Estate and Trust Specialist, and Certified Tax Specialist, along with certifications across behavioral finance, philanthropic planning, retirement, business, tax, and estate planning.