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Warren B

ChFC®, Series 63, Series 65

Honolulu, HI

Mutual Of Omaha Investor Services, Inc.

Warren Baba is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has been affiliated with Mutual of Omaha and its Investor Services division for over 30 years. He is based in Honolulu, HI, and his business activities include life insurance, health insurance, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients, including retirement plans, using managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of financial planning and investment solutions.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Phillip T

Series 63, Series 65

Honolulu, HI

Mutual Of Omaha Investor Services, Inc.

Phillip Tsang is a financial advisor with Mutual of Omaha Investor Services, Inc. in Honolulu, HI. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2011 and 2012, respectively. Tsang is also licensed as an insurance agent for life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and retirement plan consulting. The firm primarily delivers solutions through partnerships with third-party money managers and platforms such as Envestnet, serving both non-high-net-worth and high-net-worth clients.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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