Top financial advisors in Wailuku, 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 planning for retirement or a major life change in Wailuku, HI, you need advisors who understand the unique challenges of high local housing costs. Without this insight, your long-term housing plans might not align with your overall financial goals.
- Housing cost expertise. Confirm how they factor Wailuku's expensive real estate market into your retirement or cash flow plans.
- Long-term planning focus. Ask how they integrate housing decisions with your broader financial timeline, not just immediate needs.
- Cash flow management. Ensure they model your income and expenses realistically, considering local cost-of-living pressures.
- Experience with local markets. Look for advisors familiar with Hawaii's economic environment to avoid surprises in your financial strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Austin B
Series 66
Wailuku, HI
Raymond James Financial
Austin Brock offers expertise in general retirement planning and cash flow management, crucial for navigating Wailuku's high housing costs. With four years of experience and a Series 66 designation, he operates within Raymond James Financial, a large firm known for flat-fee structures and serving diverse clients, which may provide broader resources compared to smaller local advisors.
Experience: 5 years
Avg account: $700,796
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Davin W
Series 66
Wailuku, HI
Ameriprise
Davin Wada in Wailuku, HI, specializes in retirement income strategy and Social Security optimization, making him well-suited for clients planning retirement amid high local housing costs. With 15 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he serves clients with substantial assets and employs tax-efficient planning and detailed modeling to support long-term financial goals.
Experience: 16 years
Avg account: $471,167
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Bethani E
Series 63, Series 66
Wailuku, HI
OSAIC
Bethani Eguia's 20 years of experience and Series 63 and 66 licenses equip her to address Wailuku's high housing costs, integrating annuities and retirement planning into long-term financial strategies. Affiliated with Osaic Wealth, a large firm managing $200 billion in assets, she offers flat-fee structures and serves diverse clients, distinguishing her with broad resources and flexible fee options compared to smaller local advisors.
Experience: 20 years
Avg account: $398,336
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Eric L
Series 63, Series 66
Wailuku, HI
Lifelong Investment Management Services LLC
Eric Lee offers expertise in general retirement planning and cash flow management, crucial for navigating Wailuku's high housing costs. With 20 years of experience and a flat-fee structure, he provides personalized financial planning and coaching, using a passive, broadly diversified investment approach that requires client approval before trades, distinguishing him from advisors with discretionary management styles.
Experience: 20 years
Avg account: $234,100
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Gayle L
Series 63, Series 65
Wailuku, HI
Southland Equity Partners, LLC.
Gayle Long's 43 years of experience and Series 63 and 65 licenses equip her to address Wailuku's high housing costs within retirement and cash flow planning. Operating through Southland Equity Partners, she offers flat-fee financial planning and retirement consulting, serving individuals and businesses with customized portfolios managed using both fundamental and technical analysis.
Experience: 43 years
Avg account: $504,799
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