Morisoli Wealth Management
Kevin Bradley Morisoli
CEO and Wealth Management Advisor|MSFS, CFP®, CLU®, ChFC®, CAP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Mark Veneri
Mark, born and raised in Hawaii, is a Punahou and University of Hawaii-Hilo alumni. Mark joined our organization in 2022 and has over a decade of industry experience. Mark is a former college athlete himself and is now one for the voices for UH Football.
Frank Kainoa Abreu
Director of Investment Operations
Frank, born and raised in Hawaii, is a St. Louis and University of Hawaii alumni. Frank played football for St. Louis and continued his athletic pursuit as a wide receiver for UH. He joined our team in 2020 and has been a vital resource to our organization.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Candace H Berkman
CLTC®
Long Term Care Specialist
Candace H. Berkman is a Financial Advisor, Long Term Care, and Medicare Specialist with Northwestern Mutual since 1998.
John Todd III
Life Insurance Specialist
I am a 3rd generation Northwestern Mutual Financial Representative following in the footsteps of my Father and Grandfather. My practice focuses on Financial Security with special emphasis on executive benefits and risk management for individuals, families, and both privately held and publicly traded corporations.
Kevin Bradley Morisoli
MSFS, CFP®, CLU®, ChFC®, CAP®
Disability Income Specialist
Kevin is a graduate of the University of San Diego. He became a Financial Advisor with NM in 2007. He helps his clients navigate insurance and investment strategies through a thorough financial planning process. Kevin is married to Aerinne and has two sons, Bear and Blue. Kevin is an Ironman triathlete and frequently competes in all sorts of endurance races.