Top financial advisors in Kahului, HI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning to buy a home or manage your current housing situation in Kahului, you need an advisor who understands the local market's high costs and long-term implications. Without this insight, you might overlook key financial trade-offs that affect your overall wealth.
- Housing cost expertise. Look for advisors who factor in Kahului's expensive real estate when crafting your financial plan.
- Long-term affordability focus. Confirm they help you model future housing expenses alongside other goals, not just immediate affordability.
- Integrated cash flow planning. Ask how they balance mortgage, taxes, and maintenance with your broader budget to avoid surprises.
- Local market knowledge. Ensure they understand regional trends that impact property values and your investment strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ross K
Series 63, Series 65
Kahului, HI
Cetera
Ross Kumasaki's 15 years of experience and Series 63 and 65 licenses equip him to address Kahului's high housing costs and long-term financial planning needs. Operating within Cetera, a large firm with over 6,800 advisors, he offers flexible fee structures including flat fees and hourly consulting, serving diverse clients such as high earners and those approaching retirement.
Experience: 15 years
Avg account: $306,089
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Timothy H
Series 63, Series 65
Kahului, HI
OSAIC
Timothy Haygood's nine years of experience and Series 63 and 65 credentials position him to address Kahului's high housing costs, especially through his expertise in annuities and financial planning. Affiliated with OSAIC, a large firm offering flat-fee structures and advanced portfolio management, he serves diverse clients including executives and retirees, providing a broad perspective compared to smaller local advisors.
Experience: 10 years
Avg account: $398,336
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Jasmine M
Series 66
Kalispell, MT
Guardian Life
Jasmine Minor offers financial planning and consulting services through Primerica Advisors, a large firm with flat-fee options ranging from $500 to $25,000, which may suit clients seeking predictable costs. Her background includes expertise in business exit strategies and tax-loss harvesting, and she serves self-employed and founder clients, providing a specialized approach compared to other advisors in Kahului, HI.
Experience: 1 year
Avg account: $230,599
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Ikaika V
Series 66
Kahului, HI
LPL Financial
Ikaika Viela offers financial planning in Kahului, HI, with expertise in wealth management, retirement plans for business owners, and college savings, which can help address the high housing costs and long-term affordability challenges in the area. Affiliated with LPL Financial, a large firm providing flat-fee and hourly fee options, he brings experience from banking and land management, supporting integrated cash flow planning for local clients.
Experience: 0 years
Avg account: $399,489
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Lane N
Series 63, Series 65
Kahului, HI
Commonwealth Financial Network
Lane Nakashima offers extensive expertise in wealth management and retirement income strategy, well-suited for navigating Kahului's high housing costs and long-term financial planning. With 38 years of experience at Commonwealth Financial Network, a large firm providing flat-fee consulting and comprehensive support, he combines seasoned insight with flexible fee options, distinguishing him from other advisors in the area.
Experience: 38 years
Avg account: $568,323
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