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Richard P

Series 63, Series 65

Honolulu, HI

Commonwealth Financial Network

Richard Pecson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Commonwealth since 2012 and also operates Pecson & Associates, LLC, a firm he established in 2013. Pecson is co-owner of WSJ Management, LLC, an entity involved in managing office expenses unrelated to investment activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio solutions and operates as a platform and back-office provider for affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Darin I

Series 63, Series 65

Honolulu, HI

Commonwealth Financial Network

Darin Inouye is a financial advisor with Commonwealth Financial Network based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is the owner of Nexus Trusted Advisors, LLC, operating as Wealth Strategies Group, and has been with Commonwealth and Wealth Strategies Group since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program options and operates as a platform provider delivering technology, compliance, trading, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John W

ChFC®, Series 63, Series 65

Honolulu, HI

Commonwealth Financial Network

John Whalen is a financial advisor with Commonwealth Financial Network based in Honolulu, HI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2015, he has been associated with both Commonwealth Financial Network and Wealth Strategies Group. Outside of advising, he is co-owner of an entity that rents out branch office space, a non-investment related business activity. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm delivers operations, trading, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction while offering proprietary model portfolios and various program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Victoria W

Series 66

Honolulu, HI

Commonwealth Financial Network

Victoria Whalen is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has previously worked at Wealth Strategies Group - Altres and Yelp. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Alan T

Series 66

Honolulu, HI

Commonwealth Financial Network

Alan Tran is a Series 66 licensed financial advisor with 25 years of industry experience. He has been with Commonwealth Financial Network and Wealth Strategies Group since 2015. Outside of advising, he is involved in fixed insurance sales as an agent under the Wealth Strategies Group name. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios and various program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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