News and Events from The Pacific Bridge Companies

News and Events from The Pacific Bridge Companies

How building trust helps you do better for clients
August 15, 2021

Planning for a client’s financial future involves discussions about their hopes, dreams and fears as well as addressing some uncomfortable realities. Those aren’t always easy conversations. And without trust between the financial advisor and the client, those conversations may not happen at all. As a result, the advisor is working with partial information, which isn’t ideal for providing the best counsel. The relationship can be similar to that of a patient and doctor.

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A book, with the cover featuring a pink pig in sunglasses surrounded by a floral and leaf wreath with the title, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself. Stephen Kagawa's New Book Hits #1 On Amazon Best-Seller List
May 1, 2021

Author Stephen Kagawa has achieved #1 status on the Amazon.com best-seller list with his recently published book, "Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself." Drawing on his personal experience and success, Kagawa presents a new paradigm for taking client relationships to the next level by focusing on listening and serving to build trust versus quotas and selling.

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Portrait of an Asian female, Stephanie Nagami, with a floral top.The Pacific Bridge Companies Announces Promotion of Stephanie Nagami As President of Pacific Bridge Insurance Services
April 21, 2021

Pacific Bridge Insurance Services, a subsidiary of wealth management firm, The Pacific Bridge Companies, Inc., announced the promotion of Stephanie Nagami to President. She holds the distinction of being named the first female president of Pacific Bridge Insurance Services, joining the ranks with two other women presidents who lead Pacific Bridge Wealth Resources and Pacific Bridge Real Estate.

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Black and white photo of an Asian family, Stephen Kagawa, and his mother, Betsy and father, Siegfred.The Fateful Date
March 1, 2021

For young Stephen Kagawa, the date meant a chance to have a nice dinner with a lady and who knows where things might lead? That the evening changed his life is not the surprising part. That it matched him to a lifelong love for life insurance and financial planning is...

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Portrait of a male, Stephen Kagawa, in a black suit with purple tie on purple graphics with text,” NAIFA Diversity Champion Award Winner: Stephen Kagawa, FSS, LUTCF | Monrovia, California | Loyal Member Since 1986”.Stephen Kagawa receives the 2020 NAIFA Diversity Champion Award
November 25, 2020

Kagawa’s practice connects financial advisors from the disciplines of insurance, investing, banking, tax, and the law to serve the financial needs of multinational individuals and families. He helps ethnic communities and first-generation Americans migrating from Asia acclimate financially to their lives in the United States and is committed to making sure this community is afforded full and equal access to financial understanding, opportunities, advice, products, and services.

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