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
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Saving for College 101
Here's a crash course on saving for college.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.