Cory Nakamura
Cory Nakamura

Cory Michael Nakamura, CFA, CFP®
Cory joined Lee Financial Group in 2003. He currently serves as the Investment Committee Chair working in aspects of the firm's investment activities including development of capital markets expectations and asset allocation, manager selection and monitoring, and portfolio construction methodology. Cory is also a CERTIFIED FINANCIAL PLANNER Professional, assisting clients with various aspects of wealth management. Cory is a series 6, 7, 63, and 65 FINRA registered representative, and a state of Hawaii Life and Health Insurance producer.

Cory earned his B.A. in Finance from the Shidler College of Business at the University of Hawaii at Manoa. He is also a guest speaker to the undergraduate program on fund manager selection and career paths in finance. Cory currently serves as the Immediate Past President of the Shidler College of Business Alumni Association, and a board of director on the University's Alumni board. He is also active in the Financial Planning Association as a board of director with the Honolulu chapter. He is a CFA charterholder and a member of the CFA Hawaii chapter.