Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Len Fukushima & Associates is a leading multi-generational planning firm whose people and processes are aimed at creating an unparalleled personalized client experience to the families and small businesses that we serve.
As a Senior Financial Advisor at Merrill Lynch, Len focuses on Multi-Generational Wealth Transfer Planning, which is a type of wealth planning with emphasis on generating and keeping wealth for future generations. He works with a select clientele of successful families, closely held businesses, and small to medium size non-profit organizations who value his philosophy of building long-term, constructive relationships. Employing a highly personalized consulting process by engaging in meaningful conversations with clients to gain a clear and mutual understanding of their unique financial objectives and family circumstances. Len's collaborative planning process strives to maximize wealth and family harmony by integrating experts and resources that can help families and businesses also address the emotional and psychological issues of stewarding, transferring and inheriting wealth.
Len has a Master’s of Taxation in Estate & Trust from the University of Denver. He has spent six years in Asia where he led a Japanese media company’s successful market entry to China and subsequently founded a corporate catering company, Pizza Now in Shanghai. The international business ownership experiences taught Len how to bring people and resources together to pursue a common vision despite a challenging and unfamiliar business and political environment. Through his experiences abroad, Len learned Japanese and Mandarin.
Recognized internationally and locally, Len was one of ten delegates selected by the State Department to represent the US at the 2001 APEC Young Leaders & Entrepreneurs conference in Shanghai and has been selected a Hawaii NABCAP Premier Advisor for 2011, 2012, 2013 and 2014.* Len has acquired distinctive qualifications that help him to navigate his clientele through a complex and dynamic global economy.
In 2002, Len moved back to Hawaii and married Akiko, who is originally from Tokyo. Akiko works from home running her Japanese Public Relations consulting business. They have two young daughters Arisa and Lena. In his free time you will find Len surfing, sailing and supporting organizations that help disadvantaged youth and that conserve and protect our ocean’s resources.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Japanese
California State University System
University of Denver
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.