The Maui ohana of Mercer Advisors is proud to offer tailored, professional guidance to a wide range of families, businesses, and high-net-worth individuals throughout the Hawaiian Islands. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. High-impact decision making: Our comprehensive approach is especially effective when... Read More

Lean 2 Financial: Trusted Insurance and Financial Services in Hawaii Lean 2 Financial provides personalized insurance and financial solutions to individuals, families, and businesses in Honolulu, O‘ahu, and the Neighbor Islands. As a locally owned business, we specialize in health insurance, Medicare plans, life insurance, property and casualty coverage, employee benefits, and retirement planning, including annuities. With free consultations and... Read More

Yvonne Rubillos joined First Command Financial Services as a Financial Advisor in August 2025. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. Yvonne holds Series SIE, 6, 63, 65 securities licenses plus life... Read More

At Ho`ahu Pono Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Aiea, HI area... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Aiea, HI area, Jake Tsukada will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Aiea, HI area, Michael A China will take the time to understand you and your goals, as well as those... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Aiea, HI area, Jarik Higa will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Aiea, HI area, Joanne Watanabe will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Aiea, HI area, Reid Suzuki will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Aiea, HI area, Kevin Isoda will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Aiea, HI area, Arnold M Tanaka will take the time to understand you and your goals, as well as those... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Honolulu, HI area, Elsa Mateo will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Honolulu, HI area, Derek Williams will take the time to understand you and your goals, as well as those changing... Read More

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Olen Green is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Honolulu, HI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

Kersten & Associates, located in Honolulu, HI, is your comprehensive resource for financial security and peace of mind. Specializing in financial planning, they offer tailored strategies to help individuals and families achieve their financial goals. As an insurance agency and consultant, they provide expert guidance on a broad range of insurance products including life insurance, long-term care insurance, and more.... Read More

Kyle Phillips joined First Command Financial Services as a Financial Advisor in August 2025, following a 3-year career in the United States Army, where he attained the rank of E4. Kyle understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Kyle has... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Honolulu, HI area, Jake Tsukada will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Hilo, HI area, Jarik Higa will take the time to understand you and your goals, as well as those changing... Read More