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Itaat H

Series 63, Series 65

Honolulu, HI

Financial Planning Hawaii, Inc.

Itaat Husain is a financial advisor at Financial Planning Hawaii, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a notary public in Honolulu, HI. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks such as Modern Portfolio Theory and typically favors passive core equity allocations alongside fixed-income laddering strategies.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Laurey S

Series 66

Honolulu, HI

Financial Planning Hawaii, Inc.

Laurey Shibuya is a financial advisor with Financial Planning Hawaii, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc. and J.W. Cole Advisors, Inc., as well as various financial services firms in Honolulu. She is also affiliated with the University of Hawaii. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks and offers both discretionary portfolio management and fee-only planning services through a four-adviser team managing approximately $382 million in assets.

General retirement planning Income planning Wealth management Cash flow / budgeting
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John R

Series 63, Series 65

Honolulu, HI

Financial Planning Hawaii, Inc.

John Robinson is a financial advisor with Financial Planning Hawaii, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Planning Hawaii since 2010 and was previously with J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Robinson is also CEO of NEST EGG GURU, LLC, a web-based retirement planning application. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individual investors, families, and small businesses nationwide. The firm emphasizes academic investment frameworks and predominantly uses passive equity allocations combined with fixed-income laddering, offering both discretionary portfolio management and flat-fee, fee-only planning services.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Susan G

CFP®, Series 63, Series 66

Saylorsburg, PA

Financial Planning Hawaii, Inc.

Susan Gabor is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Financial Planning Hawaii, Inc. and has previously worked at Ameriprise Financial Services, Inc. for 17 years, among other firms. Financial Planning Hawaii, Inc. offers comprehensive financial planning and investment advisory services to individuals, families, and small businesses across the country. The firm emphasizes academic-based investment strategies, primarily using passive core equity allocations and fixed-income ladders, and provides both discretionary portfolio management and fee-only planning services.

General retirement planning Income planning Wealth management Cash flow / budgeting
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