Top financial advisors in Kailua, 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 navigating the high housing costs in Kailua, HI, you need an advisor who understands how to plan for long-term housing expenses alongside your broader financial goals. Without this focus, you might underestimate how housing costs impact your retirement or investment plans.
- Housing cost integration. Confirm how they factor local housing expenses into your long-term budget and cash flow.
- Cash flow management. Ask how they balance housing payments with other essential expenses to avoid surprises.
- Investment alignment. See if they adjust your portfolio strategy to accommodate housing market risks and opportunities.
- Scenario planning. Check whether they model different housing cost scenarios to prepare you for market changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert C
CFP®, Series 63, Series 66
Kailua Kona, HI
Edward Jones
Robert Chung's 11 years of experience and CFP® certification equip him to address Kailua's high housing costs within retirement income and wealth management strategies. Working at Edward Jones, a large firm with $1.01 trillion AUM, he offers diverse advisory programs and a 1.35% annual fee, distinguishing him with broad resources and a comprehensive approach compared to smaller local advisors.
Experience: 11 years
Avg account: $246,728
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John G
ChFC®
Kona, HI
Integrated Wealthcare, LLC
John Gallagher, based in Kona, HI, offers financial planning with a focus on physicians and medical professionals, which may help address Kailua's high housing costs through risk assessments and diversified portfolios. His firm provides flat-fee planning and discretionary portfolio management, differentiating him with a blend of medical insight and financial expertise despite his relatively recent advisory experience.
Experience: 2 years
Avg account: $1,378,304
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Garrett B
Series 63, Series 65
Kailua-Kona, HI
Morgan Stanley
Garrett Bland's 35 years of experience and Series 63 and 65 credentials position him to address complex financial needs, including integrating housing costs into long-term plans. As part of Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers structured planning tools and a wide range of investment services, distinguishing him from advisors at smaller firms or with less extensive resources.
Experience: 35 years
Avg account: $670,481
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Mark J
CFP®, Series 63, Series 66
Kailua-Kona, HI
Western Wealth Management LLC
Mark Johnson's 23 years of experience and CFP® certification equip him to address Kailua's high housing costs within long-term financial plans. Operating through Western Wealth Management LLC, he offers flat-fee and negotiable AUM pricing, serving diverse clients with comprehensive portfolio management and financial planning, distinguishing him with a broad institutional and individual client focus.
Experience: 23 years
Avg account: $457,153
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Terry A
Series 63, Series 65
Kailua-Kona, HI
UBS Financial Services
Terry Allen's 41 years of experience and expertise in cash flow management and retirement planning equip him to address Kailua's high housing costs within long-term financial strategies. Operating through UBS Financial Services, a large firm serving high-net-worth clients, he combines proprietary research and model-based asset allocations, distinguishing him from advisors with smaller firm resources or less specialized investment approaches.
Experience: 42 years
Avg account: $693,691
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