Top financial advisors in Kapaa, 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.
When you're facing the high housing costs typical in Kapaa, HI, planning your long-term housing needs becomes crucial to your overall financial health. Without careful guidance, you might overlook how housing expenses impact your retirement or investment strategies.
- Housing cost integration. Ask how they factor local housing prices into your broader financial plan to avoid surprises.
- Cash flow management. Confirm they help balance your housing expenses with other financial goals, not just investment returns.
- Long-term scenario planning. Look for advisors who model different housing situations over time, including potential moves or downsizing.
- Tax implications. Ensure they understand how property taxes and potential deductions affect your net income and planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gordon Y
ChFC®, Series 63, Series 65
Lihue, HI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Gordon Yee's 32 years of experience and expertise in retirement income strategy and cash flow management equip him to address Kapaa's high housing costs within long-term financial plans. Operating through a large firm with a flat-fee option, he serves established professionals and offers flexible advisory fees, distinguishing him from others by combining seasoned insight with diverse client services.
Experience: 32 years
Avg account: $410,135
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Efrain P
Series 65, Series 63
Kapa'a, HI
Empower Advisory Group
Efrain Padilla Jr. in Kapa'a, HI, offers expertise in retirement income strategy and debt management, which can help integrate Kapaa's high housing costs into your long-term financial plan. His affiliation with Empower Advisory Group, a large firm with flat-fee options and a focus on employer-sponsored retirement plans, distinguishes him by combining comprehensive planning with accessible pricing and institutional experience.
Experience: 2 years
Avg account: $565,063
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William W
CFP®, Series 63, Series 66
Kapaa, HI
Infinity Financial Services Advisory
William Wright's extensive 49 years of experience and CFP® certification equip him to address Kapaa's high housing costs within comprehensive financial plans. His firm, Infinity Financial Services Advisory, offers diverse investment strategies and discretionary portfolio management, serving individuals and small businesses with an hourly fee structure, distinguishing him from advisors with different client focuses or fee models.
Experience: 49 years
Avg account: $261,020
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Christopher H
Series 63, Series 65
Kapaa, HI
Merrill
Christopher Hochuli's 30 years of experience and expertise in wealth management and active portfolio management equip him to address Kapaa's high housing costs within long-term financial plans. His focus on physicians, attorneys, and business owners, combined with a 1.10% AUM fee and affiliation with Merrill, a large firm, distinguishes him from others by offering seasoned guidance tailored to high-earning professionals balancing complex financial goals.
Experience: 30 years
Avg account: $860,085
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Kyle W
CFP®, Series 65
Kapaa, HI
Abacus Wealth Partners
Kyle Williams in Kapaa, HI, specializes in integrating real estate investing with general retirement planning, which is crucial for managing high local housing costs. His firm, Abacus Wealth Partners, uses a passive, asset-class investment approach with ESG options and offers flat-fee consulting for real estate investments, catering to high-net-worth clients seeking tailored portfolio management.
Experience: 12 years
Avg account: $2,053,085
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