Financial Services - Top 5 Companies Kapolei HI

Financial Services - Top 5 Companies in Kapolei, HI. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Kapolei.

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

Mr. Berton K. Hamamoto, CFP®
(808) 487-9500
98-030 Hekaha St
Aiea, HI
Firm
Property Profiles Inc
Areas of Specialization
Real Estate

Data Provided by:
Mr. Martin M. Arinaga, CFP®
(808) 548-2234
95-720 Lanikuhana Ave
Mililani, HI
Firm
Chinen & Arinaga Financial Grp

Data Provided by:
Mr. Gary S. Ota, CFP®
(808) 622-2900
P.O. Box 860728
Wahiawa, HI
Firm
Gary S. Ota, CPA, Inc.

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.

Mr. Kelvin S. M. Lau, CFP®
(808) 456-0232
98-1277 Kaahumanu Street
Aiea, HI
Firm
Golden Sword Alliance
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided by:
Stuart K. Pinho, CFP®
(808) 627-0706
c/o First Hawaiian Bank
Mililani, HI
Firm
BancWest Investment Services, Inc
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Insurance Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Clark E. Dorman, CFP®
(808) 330-4034
1431 Haku St`
Honolulu, HI
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Keith K Kawamoto, CFP®
(808) 526-6908
733 Bishop Street, ste 1600
Honolulu, HI
Firm
UBS Financial Services Inc

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