Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 Wealth Management, 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.