Detailed planning is OUR CORE CAPABILITY
Our principal belief is that everything begins with a well-designed financial plan. We believe we’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.
Meet our Financial Team
Windward Oahu
East Oahu
Metro Oahu
Neighbor Island
West Oahu
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
