Honolulu, HI Office

Cecilia Horton Williams is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Abacus Pro Services, Inc., as well as three years at The Bar Association of San Francisco. LPL Enterprise serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program, with additional services in trust custody, insurance, and lending through affiliated entities.

Jonah Higashiguchi is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His work history includes various positions outside finance, such as roles at P.F. Chang's and DoorDash, as well as involvement with the KAC Youth Basketball League. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Sharon Young is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC from 1987 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to financial planning, third-party asset managers, and a wrap program.

Jeffrey Tanaka is a financial advisor with LPL Enterprise in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. He is also involved in assisting clients with Medicare Advantage enrollment and serves as an insurance agent with Guarantee Trust Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

James Soong is a financial advisor with LPL Enterprise in Honolulu, HI, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Axa Advisors, LLC, and Colonial Life. Outside of his advisory work, he is employed in sales at Tala Secure, Inc. in Mountain View, CA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to asset managers and TAMPs, and insurance product facilitation through affiliated entities.