Top financial advisors in Urban Honolulu, 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.
If you're navigating the high housing costs in Urban Honolulu, you likely need an advisor who understands how to plan for long-term housing expenses alongside your broader financial goals. A common mistake is focusing only on investment growth without integrating housing affordability and stability into your plan.
- Housing cost integration. Confirm how the advisor incorporates local housing market trends and expenses into your financial roadmap.
- Cash flow management. Ask how they balance your income and expenses to maintain housing affordability over time.
- Long-term planning focus. Look for advisors who consider your housing needs decades ahead, not just immediate concerns.
- Experience with local market. Ensure they have knowledge of Urban Honolulu's unique economic factors affecting housing and cost of living.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christian P
Series 66
Honolulu, HI
Kingswood Wealth Advisors, LLC
Christian Park's seven years of experience and Series 66 designation equip him to address the complex financial needs of Urban Honolulu residents, including integrating housing costs into long-term plans. His firm, Kingswood Wealth Advisors, offers a flexible fee structure with negotiable flat fees and an open-architecture investment approach, serving a diverse client base that includes business owners and institutional investors.
Experience: 8 years
Avg account: $326,893
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Gerald W
CFP®, ChFC®, Series 63, Series 65
Honolulu, HI
Cetera
Gerald Wilson's 50 years of experience and CFP® certification equip him to address the complex financial planning needs of Urban Honolulu residents, including integrating housing costs into long-term strategies. His affiliation with Cetera, a large firm offering flat-fee planning and serving high-net-worth and retirement clients, distinguishes him by combining seasoned expertise with flexible fee options and a broad advisory platform.
Experience: 50 years
Avg account: $306,089
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Daniel C
Series 63
Honolulu, HI
GWN Securities Inc.
Daniel Choy's 44 years of experience and affiliation with GWN Securities in Honolulu equip him to address Urban Honolulu's high housing costs through integrated wealth management and retirement withdrawal strategies. His flat-fee and hourly financial planning options, combined with expertise in passive and active portfolio management, distinguish him from others by offering flexible fee structures and a broad investment approach within a large firm setting.
Experience: 44 years
Avg account: $125,430
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Serry S
Series 63, Series 66
Honolulu, HI
LPL Financial
Serry Shao's extensive 32 years of experience and Series 63 and 66 credentials position him well to address the complex financial planning needs in Urban Honolulu, including integrating housing costs into long-term strategies. Operating within LPL Financial, a large firm offering both advisory and brokerage services, he provides flat-fee financial planning and serves a diverse client base, which may offer broader resources compared to smaller firms.
Experience: 32 years
Avg account: $399,489
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James A
Series 66
Kailua, HI
LPL Enterprise
James Alexandre offers financial planning services in Urban Honolulu with a focus on general retirement planning and tax-loss harvesting, which can help manage long-term housing affordability. Operating within LPL Enterprise, a large firm, he provides flat-fee arrangements and access to model wealth portfolios, distinguishing him from advisors who may not offer such structured fee options or firm resources.
Experience: 3 years
Avg account: $239,757
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