Broker Check
Cole Yamakawa, CFP®

Cole Yamakawa, CFP®

Financial Advisor

At the start of the 2020 Covid Pandemic, I made the bold decision to step away from my stable Engineering profession and embark on a new journey as a Financial Advisor. Despite my excitement to ignite this new career of mine, it felt like I had jumped straight into the fire pit! Luckily, I was welcomed into a seasoned team of advisors, including Kimo Middlesworth and my brother, Kylen Yamakawa. Under their mentorship, I absorbed invaluable insights that years of experience in the field had imparted upon them – wisdom found outside of the textbook pages I was divulged in. My initial year was spent not on cold calls, but engaged in client meetings, gaining familiarity with a broad array of investment options and understanding the often-overlooked operational nuances of the industry. My eagerness to learn, coupled with the Engineering skill sets that I had already honed, proved to be a solid foundation to my new endeavor as a Financial Advisor.

I currently work on a team with Kimo Middlesworth & Kylen Yamakawa. We take a collaborative approach when helping our clients. Together, we embody a blend of experience, longevity, and dedication.

You.

You are someone that is genuinely ready and excited to take that next step towards your financial goals. You are looking for a team that will explore and transparently explain options to reach those goals, and help hold you accountable along the way. You are looking for a team who understands the importance of holistic financial planning and one that prioritizes client servicing.

Me.

Education:

B.S., University of Hawaii at Manoa

Punahou School

Certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Series 7 & 66 securities registrations

Life insurance license

Five rules I live by:

  1.  Health > Wealth
  2.  Earn your weekends
  3.  Kindness travels far
  4.  Never stop learning
  5.  Look forward to challenges

Ready to take the next step?

Please visit our calendar link: www.calendly.com/kimokylencole to book a phone call, zoom or in-person meeting. We start with a casual conversation – where do you stand now financially, and where would you like to be? Are you just starting out and want to ensure you’re making smart money moves? Or, perhaps you’re ready to enjoy your hobbies full-time, and want guidance on how to generate sufficient investment income.

If we truly feel we can help you, then we can take it from there. No pressure, no pitches. Just honest financial advice. Regardless of whether or not we end up working together, we are confident that we can help you better understand your current financial situation and point you in the right direction.