Advisor at Eagle Strategies (NY Life)
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Honolulu, HI 96813
Credentials
Series 63, Series 66
Industry experience
6 years
John Keene is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked with New York Life Insurance Co and its affiliates since 2018 and is the owner of Keene Financial Group, LLC. Keene serves as a board member for Family Programs Hawaii, a nonprofit organization supporting youth and families in the child welfare system. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase
IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees
Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly
Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee
733 Bishop Street, Suite 2200 & 2150
Honolulu, HI 96813
Hawaii
Eagle Strategies (NY Life)
2023 - Present (3 years)
Keene Financial Group, LLC
2022 - Present (4 years)
NYLIFE Securities LLC
2019 - Present (7 years)
New York Life Insurance Co
2018 - Present (8 years)
Shriners Hospitals for Children-Hon
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Kailua, HI
Akamai Wealth Management, LLC
Daniel Turner is the sole advisor at Akamai Wealth Management, LLC in Kailua, HI, holding a Series 65 license with five years of industry experience. He has worked in mortgage lending and insurance product sales alongside his advisory services, including roles as a mortgage loan originator and insurance agent. Turner also provides consulting on employee benefits and payroll through his sole proprietorship. Akamai Wealth Management is a single-owner firm serving individual clients, businesses, and qualified retirement plans with non-discretionary asset management, comprehensive financial planning, and annuity management. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo techniques to manage portfolios and offers limited-scope ERISA 3(21) services for retirement plans.
CFP®, CFA®, Series 65
Honolulu, HI
L.J. Brey, Inc.
Lesley Brey is a CFP® and CFA® with 29 years of industry experience, operating as the sole advisor at L.J. Brey, Inc. since 1996. She serves as a Regent at Chaminade University of Honolulu, participating in governance discussions since 2014. L.J. Brey, Inc. provides fee-only financial planning and discretionary investment management focused on aligning investment decisions with retirement, cash flow, estate, and legacy goals. The firm emphasizes long-term equity exposure, broad diversification, low cost, and periodic rebalancing using institutional-class mutual funds, tailoring each client’s Investment Policy to their specific objectives and risk tolerance.
Series 63, Series 65
Honolulu, HI
The Retirement Optimization Group, LLC
Gregory Gunther is a financial advisor at The Retirement Optimization Group, LLC in Honolulu, HI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing insurance services through Island Estate Services since 2008. The Retirement Optimization Group provides financial consulting and estate-planning support primarily to individual and high-net-worth clients, referring investment accounts to third-party money managers rather than directly managing assets. The firm offers educational seminars and uses a referral-based model while delivering various planning tools and limited-scope estate planning support.
Series 65
Honolulu, HI
Alakai Securities Inc.
Colin Teraoka is a financial advisor at Alakai Securities Inc. in Honolulu, HI, with two years of industry experience. He holds a Series 65 designation and has a career background that includes leadership roles in several affiliated businesses providing captive insurance management, accounting and tax services, and life insurance products. Alakai Securities Inc. operates as a single-advisor independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides financial planning and consulting, primarily referring clients to a third-party money manager for portfolio management through the Morgan Stanley Professional Alliance.
Series 65
Honolulu, HI
Ivanets Investments LLC
Oleg Ivanets is the sole advisor at Ivanets Investments LLC in Honolulu, HI. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he spent several years teaching courses at various universities and colleges. Ivanets Investments serves individuals and families—primarily those planning to relocate abroad or retire—by providing comprehensive financial planning, educational seminars, and consulting tailored to relocation objectives. The firm focuses on international macroeconomic analysis and cross-border risk assessment without managing client investment accounts or recommending specific securities.
Series 63, Series 66
Honolulu, HI
Seacap Advisors, LLC
Andrew Glatzel is a financial advisor at Seacap Advisors, LLC in Honolulu, HI, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Seacap Advisors since 2015. Seacap Advisors is an independent, state-registered investment adviser serving individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary asset management and financial planning, using a mix of analytical methods and active trading strategies to construct portfolios aligned with clients’ goals and risk tolerance.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
