Honolulu, HI Office

Team
Updated today

Client AUM

$1,308,666,284

Clients

1,233

Advisors

3

Of 19 advisors across 9 offices

Location

1003 Bishop St, Suitte 2620

Honolulu HI 96813

Advisors at this office

3

Advisors at this office

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Hans M

Series 63, Series 65

Honolulu, HI

Pinkerton Wealth Partners

Hans Medina is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Shiraishi Financial Group Advisors and Cetra Investment Services, LLC. Medina is based in Honolulu, HI. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process called “Advance and Protect,” utilizing a combination of active, passive, and tactical strategies across approximately 70 model portfolios.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
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Sheri C

Series 66

Honolulu, HI

Pinkerton Wealth Partners

Sheri Cabral is a financial advisor at Pinkerton Wealth Partners in Honolulu, HI, holding a Series 66 credential with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors and Private Client Services, LLC, and serves as president of the board for Parent Participation Nursery School, where she is involved in decision-making related to the school’s operations, finances, and human resources. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients through discretionary and non-discretionary asset management, financial planning, estate-planning coordination, and ERISA/401(k) consulting. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
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Clifford R

CFP®, Series 63, Series 65

Honolulu, HI

Pinkerton Wealth Partners

Clifford Robello is a CFP® with 39 years of industry experience, currently serving at Pinkerton Wealth Partners. He previously worked at Cambridge Investment Research Advisors and has held senior advisory roles at CRM Financial Advisors, where he is CEO. Robello is also an author of "Retire Like a Shark" and serves on the advisory board for the National Christian Foundation's Hawaii chapter. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
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