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Evan N

CFP®, Series 66

Honolulu, HI

Island Wealth Management

Evan Nishida is a CFP® with three years of industry experience, currently serving as an advisor at Island Wealth Management in Honolulu, HI. He has worked at LPL Financial and is also employed at Iolani School. Island Wealth Management provides financial planning and consulting to individuals, trusts, retirement plans, and business clients, focusing on a planning-first model that delivers written financial plans without discretionary portfolio management or custody of client assets. The firm emphasizes fee-for-service planning and offers general investment advice informed by multiple analytical approaches.

Business exit / sale strategy Business ownership considerations Charitable giving & philanthropy General tax planning Founder/Business Owner
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Sophia S

CFP®, Series 66

Honolulu, HI

Island Wealth Management

Sophia Saiki is a CFP® and Series 66-licensed financial advisor at Island Wealth Management with two years of industry experience. She has worked at both Island Wealth Management and LPL Financial since 2022. In addition to her advisory role, she provides administrative support within Island Wealth Management. Island Wealth Management offers financial planning and consulting services to individuals, trusts, retirement plans, and business clients, focusing on a planning-first model without discretionary portfolio management. The firm emphasizes fee-for-service engagements and delivers written plans covering retirement, estate, tax, business, and exit planning.

Business exit / sale strategy Business ownership considerations Charitable giving & philanthropy General tax planning Founder/Business Owner
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Troy E

CFP®, Series 65, Series 63

Honolulu, HI

Island Wealth Management

Troy Enoka is a CFP®-credentialed financial advisor with eight years of industry experience, currently practicing at Island Wealth Management in Honolulu, HI. He has worked with Island Wealth Management since 2015 and is also affiliated with LPL Financial. Island Wealth Management provides financial planning and consulting services to individuals, trusts, retirement plans, and businesses. The firm emphasizes a planning-first approach with fee-for-service engagements and offers general investment advice without discretionary account management or custody of client assets.

Business exit / sale strategy Business ownership considerations Charitable giving & philanthropy General tax planning Founder/Business Owner
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Brian E

CFP®, Series 63, Series 65

Honolulu, HI

Island Wealth Management

Brian Enoka is a CFP® professional with 31 years of experience in financial advising. He has worked at Island Wealth Management since 2020 and has held positions at University of Hawaii Federal Credit Union, LPL Financial, and Valic Financial Advisors. Enoka provides financial planning and consulting services through Island Wealth Management, an independent advisory firm based in Honolulu. Island Wealth Management serves individuals, trusts, retirement plans, and business clients by delivering written financial plans focused on retirement, estate, tax, business, and exit planning. The firm emphasizes a planning-first approach and offers general investment advice without discretionary management or custody of client assets.

Business exit / sale strategy Business ownership considerations Charitable giving & philanthropy General tax planning Founder/Business Owner
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Krystal E

Series 63, Series 65

Honolulu, HI

Island Wealth Management

Krystal Emge is a financial advisor with Island Wealth Management in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Takemayu, LLC and LPL Financial, as well as Valic Financial Advisors. Emge provides financial planning and consulting services through Takemayu, LLC, an independent investment advisor firm. Island Wealth Management offers financial planning and consulting for individuals, trusts, retirement plans, and businesses. The firm emphasizes a planning-first model with fee-for-service engagements and provides general investment advice without discretionary portfolio management.

Business exit / sale strategy Business ownership considerations Charitable giving & philanthropy General tax planning Founder/Business Owner
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