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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

Jon Yashiro

Jon Yashiro

Financial Advisor

Cole Yamakawa

Cole Yamakawa

Financial Advisor

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

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Important Birthdays Over 50

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Retirement Income and the Traditional Portfolio

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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Imagine your ideal post-pandemic retirement with this animated video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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