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
Gap Insurance for Leased Cars
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Suddenly Single: 3 Steps to Take Now
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.