Financial Planners Honolulu HI

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Honolulu, HI. We have compiled a list of businesses and services around around Honolulu, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Lesley Brey
L.J. Brey, Inc.
(808) 526-2644
321 Halaki Street
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Kenneth K. Kaneshiro, CFP®
(808) 681-7799
841 Bishop St.
Honolulu, HI
Firm
Kaneshiro Tokushige & Associates, LLC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Cory Wt Mitsui, CFP®
(808) 592-4229
615 Piikoi St Ste 1901
Honolulu, HI
Firm
Mitsui Insurance and Financial Services
Areas of Specialization
Estate Planning, Insurance Planning, Life Planning, Long-Term Care, Planning for Couples, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

Ronald D. Miller
Resource Management LLC
(808) 429-8123
41-973 Laumilo Street
Waimanalo, HI
Expertises
Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, AIFA, CFP®, DDS, AWMA

Mr. Daniel T.S.Y. Shiu, CFP®
(808) 526-6968
733 Bishop St
Honolulu, HI
Firm
UBS Financial Services Inc

Data Provided by:
Mr. John K.L. Kwee, CFP®
(808) 937-7904
1100 Alakea St Ste 1901
Honolulu, HI
Firm
The Pacific Bridge Companies

Data Provided by:
Mr. Kevin Yuan Zhong Tang, CFP®
(808) 539-1785
819 S Beretania St
Honolulu, HI
Firm
Nexus Trusted Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Data Provided by:
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