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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

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Estate Planning: Grow & Preserve Your Wealth

Estate Planning: Grow & Preserve Your Wealth

Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Glossary of Scam Terms

A helpful glossary of current scams.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprises

Making the most of surprises is a great reason to work with us.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How to Bake a Pie-R-A

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

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