Top college savings (529s, UTMA, etc.) financial advisors in Kailua, HI

Robert Chung is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Cetera and American Savings Bank. Outside of his advisory role, his family operates a vacation rental business in Kailua Kona, HI. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a broad range of investment solutions and advisory services through a large network of advisors and branch offices.

John Gallagher is a ChFC® credentialed advisor with Integrated Wealthcare, LLC, where he has worked since 2023. He has one year of financial advisory experience and concurrently practices emergency medicine with Hawaii Emergency Physicians Associated. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, alongside high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with regular rebalancing.

Garrett Bland is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2016. In addition to his advisory role, he is the founder of The Mr & Mrs GQB Foundation, a charitable organization based in Newport Beach, California. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning using firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

Mark Johnson is a CFP® with 23 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2016. He previously worked at LPL Financial, LLC and Business Consultants, Inc. Johnson provides investment advisory services through Western Wealth Management, LLC, an independent firm based in Golden, Colorado. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives offering comprehensive portfolio management, financial planning, and a range of investment strategies through multiple custodial platforms and sponsored programs.

Terry Allen is a financial advisor with UBS Financial Services in Kailua-Kona, Hawaii, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved in several private ventures, including partnerships owning airplanes and shared ownership of a private boat, as well as operating sole proprietorships related to airplane rental and vacation house rentals. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.