Top tax-loss harvesting 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 at Empower Advisory Group with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at 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 their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

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® and holds a Series 65 license with 12 years of industry experience. He has been with Abacus Wealth Partners since 2013. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, trusts, and institutional clients. The firm employs an asset-class investing approach based on academic research, using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors such as private placements and illiquid private investments.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.