Honolulu, HI Office

Michael Sato is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 credential with six years of industry experience. His prior positions include roles at Madison Avenue Securities, LPL Enterprise, and The Prudential Insurance Company of America. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and utilizes options strategies alongside a selection of outside money managers and TAMPs to implement portfolios.

Brandi Ayn Kamano is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation with seven years of industry experience. Her previous roles include positions at Madison Avenue Securities, LLC and AE Wealth Management, LLC. Kamano is also a licensed life insurance agent with E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a relative growth/value framework, and is noted for its use of options strategies and integration of third-party money managers.

Lynn Berlenbach is a Series 65-licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. She has worked at Buck Wealth Strategies since 2022, and previously held roles at EA Buck Financial Services, Oahu Country Club, Kahala Resort, and Morton's Steakhouse. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, integrating third-party tools and money managers, and is notable for its use of options strategies and selection of outside managers to implement portfolios.

Jeffrey Buck is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at multiple firms, including AE Wealth Management, Madison Avenue Securities, and Parkland Securities. Outside of his advisory roles, he serves on the board of a nonprofit organization, HCEE. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, and it is noted for its use of options strategies and integration of outside money managers.

Scott Tusa is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously held roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and SPC. Tusa also operates an insurance agency, E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, incorporating options strategies and third-party money managers.

Kaila Woo is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 65 credential and five years of industry experience. Her prior work includes roles at Andrews Advisory Associates, LLC and Madison Avenue Securities, LLC. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and integrates third-party tools and managers to implement diversified portfolios.

Kevin Nitta is a financial advisor at Buck Wealth Strategies, LLC with one year of industry experience and holds a Series 65 license. Prior to joining Buck Wealth Strategies, he spent 24 years at Premier Business Services and concurrently serves as Tax Director at E.A. Buck Accounting & Tax Services. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach and is notable for its use of options strategies and integration with third-party managers.

Katie Buck is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has held roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and Spc. In addition to her advisory work, she serves as CEO of E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and routinely utilizes options strategies and outside money managers to implement portfolios.

Jake Yong is a financial advisor with Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and concurrently holds roles with Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach, incorporating tactical asset allocation and options strategies, and frequently utilizes outside money managers and turnkey asset management programs.