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Retirement Specialists.  Invested in your Success.  On your Team. 

We view financial success not as the goal in and of itself; but rather, as a tool to pursue what matters most. With every consultation, recommendation, and step in your plan, we steer you in your chosen direction.

And because retirement planning is about much more than money, we believe it’s important that you find an advisor that resonates with you; someone whose skillset meets your needs, and who makes you feel comfortable and empowered.

Each advisor at Hawaii Financial Advisors, Inc. has their own unique style. It is our mission to help you find an advisor who speaks to you.

Tim Geary

Tim Geary, RFC®

Owner & Financial Advisor

Erin Egesdal

Erin Egesdal, CFP®

Financial Advisor

Frances Wright

Frances Wright, AAMS

Financial Advisor

Kylen Yamakawa

Kylen Yamakawa, CFP®

Financial Advisor

Kyle Yanabu

Kyle Yanabu

Financial Advisor

Mieko Printers

Mieko Printers

Financial Advisor

Grant Yamaguchi

Grant Yamaguchi, CFP®

Financial Advisor

Cole Yamakawa

Cole Yamakawa, CFP®

Financial Advisor

Mars Agustin

Mars Agustin

Client Services Director

Eric Miyamoto

Eric Miyamoto

Registered Assistant

Ruth Watts

Ruth Watts

Registered Professional

Understanding Today’s Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. Whether you are growing your wealth or wondering how to convert the wealth you have already accumulated into an income stream that can last a lifetime, we can help. We take the mystery out of financial planning, identifying the investment strategies that best meet your needs of today and for many years to come.  

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Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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