Ron Kikawa has served as the primary consultant to a variety of institutional plans including Corporate, Endowment, Foundation and Taft-Hartley Joint-Trusteed plans for the past 30 years. He has been an investment advisor for 47 years.
Ron joined UBS Financial Services in June 2007, as a Senior Institutional Consultant with the UBS Institutional Consulting Group. This designation had been bestowed upon only 24 Institutional Consultants with extensive experience working predominately with institutions. At the UBS Honolulu branch, Ron led The Kikawa Group, a team of 13 members that specialize in institutional consulting to over $4 billion in client assets. Ron and his team joined Raymond James in June of 2017. The Kikawa / Goeas Group has been named to Barron’s List of Top 100 Institutional Consulting Teams.
Ron was born and raised in Honolulu, Hawaii, graduating from St. Louis High School. He earned a Bachelor of Arts degree from the University of Hawaii in Selected Studies & Pre-Law and attended Golden Gate University School of Law in San Francisco. In 1989, he graduated from The Wharton School at the University of Pennsylvania's Certified Investment Management Analyst program, attaining the CIMA® designation. He currently has the AIF® designation for an Accredited Investment Fiduciary and a CPFA designation for a Certified Plan Fiduciary Advisor. Ron has also been recognized as one of Forbes Best-in-State Wealth Advisors.
Ron supports numerous charitable organizations, and is currently a Charter Member of the Hands of Hope Foundation, a Legacy Member of the Japanese Cultural Center of Hawaii, and a Tocqueville Society Member of the Aloha United Way since 2018*.
* The above organizations and/or charitable causes are not affiliated with Raymond James.
Barron's Top 100 Institutional Consulting Teams (2023)
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The ranking is based on information provided by 146 pre-qualified team responses. Time period upon which the rating is based is from 12/31/2021 to 12/31/2022, and was released on 04/14/2023. The teams are ranked on a variety of factors, including their size and makeup of the team, the credentials and ongoing education of members, and the regulatory records. Financial Advisors are quantitatively rated based on the team institutional consulting AUM, Team revenue from institutional consulting, and percentage of team’s total AUM associated with institutional consulting, with weightings associated for each. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Forbes Top Wealth Advisors Best-In-State (2023)
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.