Top wealth management 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® with 49 years of experience in the financial services industry. He has been with Infinity Financial Services Advisory since 2020 and has previously worked at Guidance Financial Consultants, Inc. for over three decades. Wright also has an affiliation with Guidance Financial Consultants related to fixed and life insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.