Top general retirement planning financial advisors in Kapaa, HI

Gordon Yee is a financial advisor with United Planners Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including ten years at SCF Investment Advisors and SCF Securities, and has been involved with his own business, Yeecorp Insurance Services, since 1987. Outside of his advisory work, he serves as chair of the Kapaa Missionary Church in Hawaii. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Efrain Padilla Jr. is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Empower Financial Services, Regions, Pacific Western Bank, Citibank, Xnergy Financial, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Wright is a CFP®-certified financial advisor with 49 years of industry experience. He is currently with Infinity Financial Services Advisory and has also been associated with Guidance Financial Consultants, Inc. since 1982. His other business activities include involvement with fixed and life insurance through Guidance Financial Consultants. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, small businesses, and pension plans. The firm employs a range of investment strategies that combine fundamental, quantitative, technical, and modern portfolio theory approaches, serving clients through discretionary management tailored to their financial profiles.

Christopher Hochuli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in long-term portfolio and liability management, focusing on identifying and reviewing investment managers used by the group. Christopher has over 27 years of experience advising high net worth clients and joined Merrill Lynch in 1996, after working with Bank of America in Honolulu. Christopher holds a Bachelor's Degree from Boston College and several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves clients in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. In addition to his professional work, Christopher has been involved in community organizations such as Na Kama Kai and the Trust for Public Lands. He has previously served as president of the board for the Waldorf Schools in Honolulu.

Kyle Williams is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2013. He holds a Series 65 license and is based in Kapaa, Hawaii. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with ESG screening options and offers customized portfolio management tailored to clients’ risk profiles and goals.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.