Keoni joined the financial industry to serve a simple purpose, make an impactful difference in the lives of all clients he has the privilege to work with. Identifying that everyone’s financial state is unique, Keoni is dedicated to truly understanding his clients’ individual lifestyles, personal goals, and what ultimately means the most to them. By gaining a deeper understanding, Keoni is able to develop an investment strategy that provides his clients the best possible scenario in reaching the financial future they have envisioned.
While helping his clients make strides towards achieving their financial goals is a primary objective, the earning of one’s trust and the development of life-long relationships is what truly brings Keoni satisfaction from what it is he does. “Ultimately, every client wants to work with an advisor who they trust, and who truly cares about them, their family, and their future.” Understanding this, Keoni feels the best way to prove this notion is through actions rather than words.
Keoni graduated from Portland State University with a Bachelor’s of Science in Business Administration. Originally from Hawaii, Keoni has spent majority of his life in Tigard, OR. He joins a team with a combined 40 years of investment experience and asset management expertise. Keoni currently holds the series 6, 7, 63, and 65 licenses. Outside of the office, Keoni enjoys spending time with his family, hiking with his two pups, Deuce and Koa, volunteering in the community, and living an active lifestyle.