Financial Advisors for Retirees Honolulu HI
Welcome to the Fatherville.com Local Pages. Here you can find local information about Financial Advisors for Retirees in Honolulu, HI. We have compiled a list of businesses and services around Honolulu, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Financial Planners, and Personal Financial Specialist (PFS) that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Consulting in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.
Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI
Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI 96814
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided By:
Lesley Brey
L.J. Brey, Inc.
(808) 526-2644
321 Halaki Street
Honolulu, HI
Lesley Brey
L.J. Brey, Inc.
(808) 526-2644
321 Halaki Street
Honolulu, HI 96821
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA
Data Provided By:
Ronald D. Miller
Resource Management LLC
(808) 429-8123
41-973 Laumilo Street
Waimanalo, HI
Ronald D. Miller
Resource Management LLC
(808) 429-8123
41-973 Laumilo Street
Waimanalo, HI 96795
Expertises
Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, AIFA, CFP®, DDS, AWMA
Data Provided By:
Kenneth R. Moore (RFC®)
808 441 6404
745 Fort Street Suite 1614
Honolulu, HI
Kenneth R. Moore (RFC®)
808 441 6404
745 Fort Street Suite 1614
Honolulu, HI 96813
Company
Wealth Managing Partners
Qualifications
Years of Experience: 22
Data Provided By:
James Middlesworth (RFC®)
808 441 6413
745 Fort Street, Ste 1614
Honolulu, HI
James Middlesworth (RFC®)
808 441 6413
745 Fort Street, Ste 1614
Honolulu, HI 96813
Company
Wealth Managing Partners
Qualifications
Education: BA
Years of Experience: 18
Data Provided By:
Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI
Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI 96822
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.
Data Provided By:
David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI
David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI 96734
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD
Data Provided By:
Michelle H. Tucker (RFC®), CPAPFS, JD
808 791 1444
820 Mililani Street, #401
Honolulu, HI
Michelle H. Tucker (RFC®), CPAPFS, JD
808 791 1444
820 Mililani Street, #401
Honolulu, HI 96813
Company
Tucker Wealth Management, Inc.
Qualifications
Education: BBA, High Honors Accounting, University of Hawaii; Juris Doctor, William S. Richardson School of Law
Years of Experience: 28
Membership
IARFC, FPA, AICPA, Bar
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Mutual Funds, Charitable Planning, Asset Protection
Data Provided By:
Johnson Choi (RFC®)
808 222 8183
1188 Bishop Street, Suite 3403
Honolulu, HI
Johnson Choi (RFC®)
808 222 8183
1188 Bishop Street, Suite 3403
Honolulu, HI 96813
Company
Global Estate & Tax Consultants
Qualifications
Education: MBA, RR, RA, RFC
Data Provided By:
Mr. Kevin Scott Pang (RFC®)
808 695 6200
1188 Bishop St, Ste 2806
Honolulu, HI
Mr. Kevin Scott Pang (RFC®)
808 695 6200
1188 Bishop St, Ste 2806
Honolulu, HI 96813
Qualifications
Education: BS
Years of Experience: 15
Data Provided By:
Data Provided By: