Summary
Overview
Work History
Education
Skills
Websites
Certification
Affiliations
Accomplishments
Timeline
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Sonny Equila-Liu

Summary

Successful Financial Planner with 9 years of experience in the financial services industry. Gifted in building client relationships with a genuine personality while providing comprehensive strategies for growing wealth. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Planner, Assistant VP

Bank of Hawaii
05.2018 - Current
  • Responsible for all financial planning and specific tax related projects of the department.
  • Provide advisory services to support high-net-worth clients including creating comprehensive financial plans and reviewing estate plans in relation to client's short and long-term goals.
  • Create unique financial modules, educational presentations, and financial tools as a resource for internal and external clients. Some notable projects include our Life and Estate Organizer (LEO), Financial Planning Workbook, and Required Minimum Distribution calculator updated for SECURE Act 2019.
  • Assist the tax and business valuation departments with various special projects.
  • Utilizes MoneyGuidePro, Broadridge Advisor Solutions, Hawaii Information Services, RIA Tax Research, and Kitces.


Tax Administration & Compliance Officer

Bank of Hawaii
12.2014 - 05.2018
  • Previous roles: Tax Officer and Senior Administrative Assistant
  • Assist tax preparers with tax compliance work, research, and preparation of fiduciary, individual, non-profit, partnership, and estate tax returns.
  • Trained, developed, and managed administrative support staff.
  • Performed periodical account receivable process and reconciliation, Hawaii general excise tax filing, non-resident alien withholdings, budgeting and forecasting, and file management.
  • Utilized various applications and research tools such as CCH ProSystem FX Tax and Practice Management, BNA Tax Planner, OneSource Trust Tax, and NumberCruncher.
  • Effectively manage data of 500+ engagements.

Tax Consultant

Hawaii Vocal Arts Ensemble
10.2014 - 10.2017
  • Consulted in the preparation of the organization's application for recognition of exemption (IRS Form 1023) which successfully resulted with the organization attaining their non-profit exemption status back, allowing the organization to receive grants and other support.
  • Prepared the organization's delinquent and current income tax returns and financial statements.
  • Prepared written responses and tax return amendments to resolve federal notices.

Education

MBA - Accounting

Chaminade University of Honolulu
05.2016

Bachelor of Science - Accounting

Chaminade University of Honolulu
05.2014

Skills

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Financials Analysis
  • Accounting
  • Attention to Detail
  • Service Oriented

Websites

Certification

Certified Financial Planner ® (338125)

Certified Exit Planning Advisor ® (4772)

Affiliations

  • FPA Hawaii, Pro Bono Director, 2023-2024 | Responsible for promoting pro bono activities and organizing opportunities on behalf of the FPA chapter.
  • Filipino Jaycees of Honolulu, Treasurer and Community Development VP, 2021.

Accomplishments

    2021 Chairman's Circle Achiever, Issued by Bank of Hawaii


Timeline

Financial Planner, Assistant VP

Bank of Hawaii
05.2018 - Current

Tax Administration & Compliance Officer

Bank of Hawaii
12.2014 - 05.2018

Tax Consultant

Hawaii Vocal Arts Ensemble
10.2014 - 10.2017

MBA - Accounting

Chaminade University of Honolulu

Bachelor of Science - Accounting

Chaminade University of Honolulu

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Sonny Equila-Liu