KaNoi Lam CFP®

Managing Director

KaNoi brings more than 30 years of financial services experience with a focus on comprehensive wealth planning to help clients effectively manage and preserve their wealth. KaNoi provides a comprehensive approach to planning with an emphasis on retirement planning and education funding.

Prior to founding Radiance Wealth Services, KaNoi was both a vice president and branch manager with Bank of America. In addition, she spent 20 years in advisory and brokerage services at Smith Barney, UBS Financial Services, and Hawaii Wealth Management.

KaNoi holds the distinguished CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has her Series 7, 24, 63, and 65 securities registrations. She is also licensed for life, long-term care insurance, as well as annuities. KaNoi received her bachelor’s degree in business administration from the University of Hawaii.

KaNoi is active in the community and served as chairperson of the Liliha Palama Christmas Parade for the past 25 years. She has also served as advisor to the Executive Women International Honolulu Chapter.

HI Insurance License Number: 301957. Resident State HI.

CA Insurance License Number: 0F61537. Resident State HI.

Sound Financial Guidance

KaNoi Lam, Managing Director, believes that sound financial decisions should not be confusing. She works under under the philosophy that every client’s situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.

Today’s investment climate offers unprecedented opportunities to help pursue your financial goals. KaNoi’s mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals.
  • A well-defined roadmap to help work toward those goals.
  • Guidance to help adjust their roadmap when their needs change.

Our Practice

KaNoi Lam believes that a plan is a powerful tool. We believe pursuing your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and can adapt with you. Planning your financial future can be a daunting task. That’s where KaNoi comes in, as a trained and registered professional with years of investment planning experience. She is here to help you create a long-term strategy and help you answer the questions you may have about your financial future, such as:

    • Will I be able to retire early?
    • How much money will I need in order to retire?
    • Should I have a traditional IRA or Roth IRA?
    • How can I position my investments for higher potential returns while striving to reduce risk?
    • How can I “inflation-proof” my investment income?
    • Do I need disability income insurance? Long-term care insurance?
    • How can I help ensure my children receive as much as possible from my estate?
    • What do I need to know about wills, trusts, and probate?

We offer financial services tailored to your individual needs. KaNoi Lam is committed to you for the long term.

Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.