$180MM AUM | $750,000 GDC in
Honolulu, HI

At Financial Planning Hawaii, we help clients address ALL aspects of their financial lives. In fact, over the past 25 years we have found that costliest mistakes people make often have little to do with picking the wrong stock, bond, or mutual fund and everything to do with errors, oversights, and a lack of knowledge of arcane rules pertaining to tax and estate planning, asset registration, and insurance risk management.

FPH provides clients with a framework for organizing, centralizing, maintaining, and monitoring their entire financial plans. We also spend an enormous amount of time getting to know them and gathering and reviewing relevant documents, such as beneficiary designations, estate planning documents, investment statements, property ownership records, employee benefits statements, insurance policies, etc. Being obsessed with the details of our clients’ financial lives enables us to catch major potential miscues and oversights with virtually every new family for whom we work.

FPH is affiliated with indpendent B-D/RIA JWCole. FPH also has its own state registered RIA for Flat Fee Financial Planning.

FPH's business model is well positioned to take advantage of the competitive threats to the investment industry in terms of the threats posed by DOL, robo-advisors, and the migration to financial planning based business models.

As the owner of FPH, I have been in the industry for 27 years and am 50 years old. I am passionate about the business and regularly publish articles in professional journals and in the national financial media. I am also the founder of Nest Egg Guru, a retirement stress testing app for financial advisors.

If the right fit came along, I might be interested in acquiring an other practice. My own succession plan involves passing my practice on to my children. I plan to work until at least age 70 (20 more years).