A complete list of active advisors currently associated with Aloha Wealth Partners
Warmer can help you find a great advisor at Aloha Wealth Partners or one who fits your needs even better.
Aloha Wealth Partners serves individuals, high-net-worth clients, corporations and employer-sponsored retirement plans, offering comprehensive and ongoing financial planning as well as financial consulting. Its planning work produces written financial plans that cover topics such as net worth, cash flow, tax, insurance and 401(k) reviews, and the firm also provides targeted consulting engagements for specific issues. The firm generally does not manage client assets on a discretionary basis; instead it recommends and solicits third‑party investment advisers and sub‑advisers, selects model portfolios to match client objectives, and monitors those managers and accounts. Account oversight and client contact are described as regular—monthly reviews of accounts held by third parties, semiannual client meetings, portfolio rebalancing as needed, and annual reviews for retirement plans—alongside ERISA 3(21)-style plan support, benchmarking and participant education. Aloha Wealth Partners’ combination of services is notable for an independent, single-advisor practice: the firm discloses affiliations with the insurance industry and broker‑dealer activities (the owner is a licensed insurance agent and registered with a broker‑dealer), and it explicitly offers pension and retirement-plan consulting and broader employer-focused services such as hiring strategy reviews, workers’ compensation and business succession due diligence. The brochure also highlights that, as of June 2026, the firm does not hold discretionary client assets and relies on third‑party managers—an operational model that differs from many peers.
To learn more about the advisors currently working at Aloha Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cardiff, CA
| 12
|
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