Honolulu, HI Bishop Street Office

John Kwee is a CFP® professional with 38 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. He has held roles at firms including SAGEPOINT FINANCIAL and OSAIC. Outside of his advisory work, he serves as a board member and officer for Christian in Real Estate, a nonprofit organization based in Honolulu. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach utilizing both internal models and third-party solutions across multiple platforms, offering services such as portfolio management, retirement plan consulting, and multi-family office support.

Karl Sadanaga is a financial advisor with Diversify Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at SagePoint Financial for eight years and maintains his own wealth advisory business, INPAC Wealth Solutions, providing financial planning services including life insurance, investments, retirement, and estate planning. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and consulting services. The firm employs a tactical diversification investment approach tailored to client goals and risk tolerance, offering a variety of delivery models and specialized strategies, along with flexible fee structures and ERISA discretionary plan-management services.

Kyle Shimoda is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., Guardian Life Insurance Company of America, and Park Avenue Securities. He is also an agent with INPAC Wealth Solutions, focusing on fixed life insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment instruments and platforms to tailor strategies according to client objectives.

Enrique Che is a financial advisor at Diversify Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked at multiple firms including DFPG Investments, LLC and Sagepoint Financial, Inc. Prior to his financial advisory career, he spent over three decades at Hawaiian Electric Company. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models, third-party solutions, and investment strategies across multiple platforms.