Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Austin M

Series 65, Series 63

Honolulu, HI

Eagle Strategies (NY Life)

Austin Mau is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and HIPac Financial. He is also licensed as an insurance broker, brokering non-registered products through outside carriers. Eagle Strategies serves a broad client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Sayaka G

Series 63, Series 65

Honolulu, HI

Eagle Strategies (NY Life)

Sayaka Glaser is a financial advisor with Eagle Strategies (New York Life) based in Honolulu, HI. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Since 2008, she has been affiliated with New York Life Insurance Co. and related entities, including Eagle Strategies since 2017. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers various program types and emphasizes customized recommendations, managing a substantial non-discretionary asset base primarily tied to insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Jeffrey K

Series 63, Series 65

Honolulu, HI

Eagle Strategies (NY Life)

Jeffrey Kao is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Eagle Strategies since 2021 and maintains ongoing roles with Hicap Financial, Nylife Securities Inc., and New York Life Insurance Company. Outside of his advisory work, he is a partner in Sweet Creams, a mobile ice cream business, and serves as a board member for Junior Achievement of Hawaii, an organization focused on financial literacy education for underserved youth. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing client objectives and fiduciary duties, particularly in its work with non-discretionary assets and institutional plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

John K

Series 63, Series 66

Honolulu, HI

Eagle Strategies (NY Life)

John Keene is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. He has worked with Eagle Strategies, Keene Financial Group, NYLIFE Securities, and New York Life Insurance Co. Keene serves as a board member for Family Programs Hawaii, a nonprofit focused on supporting youth and families in the child welfare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types tailored to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Shaun H

Series 63, Series 65

Honolulu, HI

Eagle Strategies (NY Life)

Shaun Hamada is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Eagle Strategies since 2022 and operates Hamada Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. He is also involved in insurance brokering and is a shareholder in a life insurance reinsurance company. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Christine M

CFP®, CFA®, Series 66, Series 63

Honolulu, HI

Eagle Strategies (NY Life)

Christine Medeiros is a financial advisor with Eagle Strategies (New York Life) based in Honolulu, HI, holding the CFP® and CFA® designations and over 14 years of industry experience. She has been with Eagle Strategies since 2015 and concurrently affiliated with New York Life and Nylife Securities since 2014. Medeiros serves on the board of the CFA Society of Hawaii focusing on women in finance and volunteers with the CFP Board’s Disciplinary and Ethics Commission and Appeals Commission. In addition, she mentors students in a local elementary school robotics team and participates in school community and PTA activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers tailored advice via multiple program types and manages the majority of its assets on a non-discretionary basis, serving a diverse client base including plan sponsors and charitable organizations within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Derek T

Series 63, Series 66

Honolulu, HI

Eagle Strategies (NY Life)

Derek Tenn is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2013 and has longstanding affiliations with New York Life and related entities dating back to 1999. Tenn serves as Membership Chair for the Rotary Club of West Honolulu and as Vice Chairman of the Rotary Club of West Honolulu Foundation, which provides scholarships and community services. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis, working with a wide range of institutional sponsors within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Suk In H

Series 65, Series 63

Honolulu, HI

Eagle Strategies (NY Life)

Suk In Hong is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes positions at Soju Bang and Choon Chun Chicken before entering the financial services industry. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client goals, with most assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Brandon R

Series 63, Series 65

Honolulu, HI

Eagle Strategies (NY Life)

Brandon Ramos is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he served seven years in the United States Navy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Tania F

CFP®, ChFC®, Series 63, Series 65

Honolulu, HI

Eagle Strategies (NY Life)

Tania Fukuda Freuler is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds the CFP® and ChFC® designations and has worked with Wahine Wealth Partners, Tania Marie Financial, and New York Life Insurance Company. She is a member of the Organization of Women Leaders (OWL) in Hawaii, a networking group for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Robert H

Series 63, Series 65

Honolulu, HI

Eagle Strategies (NY Life)

Robert Hsu is a financial advisor with Eagle Strategies (NY Life) in Honolulu, HI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors, the Prudential Insurance Company of America, and Hilton Hawaiian Village. He is also involved in insurance brokering as an owner of a firm that works with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Kristi C

CFP®, ChFC®, Series 63, Series 66

Honolulu, HI

Eagle Strategies (NY Life)

Kristi Chun is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. She holds CFP® and ChFC® designations and has worked with Eagle Strategies since 2014. Chun is also the creator of a personal blog, Salt & Sand Hawaii, and volunteers to assist high school and college students with professional development. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

John Paul A

CFP®, ChFC®, Series 63

Honolulu, HI

Eagle Strategies (NY Life)

John Paul Abenoja is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding CFP®, ChFC®, and Series 63 designations, and has 15 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2010-2011 and operates Blue Sapphire Wealth Group. Outside of financial services, he owns and manages Plum & Azzy Shirts, a T-shirt business. Eagle Strategies serves a diverse clientele including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily through a large network of affiliated investment adviser representatives. The firm delivers tailored advice via multiple program types and focuses on non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Andrew C

Series 63, Series 66

Honolulu, HI

Eagle Strategies (NY Life)

Andrew Chung is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including his current role at Eagle Strategies since 2017 and prior work with New York Life Insurance Company and NYLIFE Securities, LLC since 2013. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Jason K

ChFC®, Series 63

Honolulu, HI

Eagle Strategies (NY Life)

Jason King is a financial advisor with Eagle Strategies (NY Life) in Honolulu, HI, holding the ChFC® and Series 63 designations. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")