My route to becoming a financial planner was not direct. After one year of college at Pacific University in Oregon, I moved back to Hawaii. I wasn’t sure what I wanted to pursue.
Determined to help me find my way, my mom suggested I meet her Financial Advisor friend – a woman who felt deep passion for her work.
After learning about what Financial Advisors do and the impact they can have on peoples’ lives, I knew I found my calling. I loved the idea of using investments as a tool to help people pursue their life goals.
I graduated from the University of Hawaii with a Bachelor’s degree in Finance, and have been helping people find their way forward financially ever since.
You.
You seek structure and direction in your financial life. You know that you can be smarter, more strategic with your money. You simply need a guide to show you how.
Me.
My investment philosophy in action:
Those who fail to plan, should plan to fail.
Experience:
Hawaii Financial Advisors, Inc.
Financial Advisor
VALIC Financial Advisors, Inc
Financial Advisor
Education:
B.S., University of Hawaii at Manoa
Mid-Pacific Institute
Certifications:
Series 7 & 66 securities registrations
Life & Health insurance licenses
Five rules I live by:
- How do you eat an elephant? One bite at a time.
- Without goals, there’s no focus.
- Sometimes you need to take a step back to see the whole picture.
- Work hard, but enjoy life along the way.
- Nothing that matters is ever quick and easy. Otherwise, everyone would do it.
Ready to take the next step?
The first step is to identify your short, medium, and long-term goals. Once we know the target, we’ll determine the best way to allocate your assets to help you get you there. We’ll implement your plan, and trek forward with each bite-sized action.