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, RFC®
Owner & Financial Advisor
Erin Egesdal, CFP®
Financial Advisor
Kimo Middlesworth, RFC, CFS, MSFS
Financial Advisor
Frances Wright, AAMS
Financial Advisor
Kylen Yamakawa, CFP®
Financial Advisor
Kyle Yanabu
Financial Advisor
Mieko Printers
Financial Advisor
Grant Yamaguchi, CFP®
Financial Advisor
Jonathan Yashiro, CFP®
Financial Advisor
Cole Yamakawa, CFP®
Financial Advisor
Mars Agustin
Client Services Director
Eric Miyamoto
Registered Assistant
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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Estate Planning: Grow & Preserve Your Wealth
Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Saving for College 101
Here's a crash course on saving for college.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Surprises
Making the most of surprises is a great reason to work with us.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.