Since October 2009 we have been guiding professionals, families, and businesses with their most important financial decisions. After spending many wonderful years at First Hawaiian Bank as a Vice President of Investment Services, I wanted to build closer relationships with my clients and offer a broader range of services and products. That’s why I founded Pacific Retirement Strategies and I affiliated with Raymond James Financial Services to provide individuals and business owners throughout the islands of Hawaii and mainland USA strategies to accomplish their financial and retirement dreams. Here are some of the many wealth strategies my team offers.
- Retirement Plans
- Retirement Income Concepts
- 401k Options
- Life, Disability and Long Term Care Insurance
- Investment Accounts and Strategies
We also help our clients provide for their most valuable assets “their children and grandkids”. Here are some of the many college planning strategies we offer.
- We partner with the child and parents to find the best fit college
- Strategize a customized family plan to pay for college
- Maximize financial aid options through income and asset strategies with limited debt
- Walk through the FAFSA and CSS Profile applications to execute timely and accurate response
- Negotiate with Colleges if the student receives an unfavorable financial aid offer
I’ve been guiding clients throughout my career and I am proud to be in an industry that can help business owners and individuals along with their children and grandchildren. Please let us know how we can help you. Contact us for a free consultation if you are asking yourself these questions.
- Do I have enough saved for retirement?
- Will I outlive the money I have saved?
- How will I pay the cost of medical or long term care if I can’t care for myself?
- How am I going to pay for my child to go to college?
- Is my child receiving all of the financial aid he or she is eligible for?
President at Pacific Retirement Strategies
- October 2009 - Present (6 years 9 months)
Vice President, Financial Consultant at First Hawaiian Investment Services
- March 1997 - October 2009 (12 years 8 months)
Financial Consultant at Bank of America
- March 1996 - March 1997 (1 year 1 month)
Financial Consultant at MassMutual Financial Group
- July 1991 - March 1996 (4 years 9 months)
Worship Team at C4 Christ Centered Community Church
Skills & Expertise
Strategic Planning Marketing Strategy Strategic Financial Planning Marketing
Team Building Customer Service Retirement Loans
Real Estate Securities Retirement Planning Public Speaking
University of Nebraska-Lincoln
- Singing, Golf, Cooking, Water Sports