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Blane K

Series 63, Series 65

Honolulu, HI

Valic Financial Advisors

Blane Kagamida is a financial advisor with Valic Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Agia, The Prudential Insurance Company of America, Pruco Securities, LLC, and 3M Company. He is also involved as an agent with Agia, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Lawrence Jan S

Series 63, Series 65

Honolulu, HI

Valic Financial Advisors

Lawrence Jan Serrano is a financial advisor with Valic Financial Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Valic Financial Advisors since 2018 and has held positions at AGIA, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting through a large network of advisors. The firm uses Envestnet’s platform for unified managed accounts and offers tax-aware and impact/ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Ryan U

Series 66

Honolulu, HI

Valic Financial Advisors

Ryan Uwono is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with VALIC Financial Advisors and has previously worked at Ameriprise Financial Services, TD Ameritrade, and Bancwest Investment Services. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to service a high client count per advisor.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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