Honolulu, HI Waialae Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,910 advisors across 510 offices

Location

3468 Waialae, Suite 234

Honolulu HI 96816

Advisors at this office

2

Advisors at this office

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Jordon S

Series 66

Honolulu, HI

Guardian Life

Jordon Santos is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Guardian Life and Park Avenue Securities. His prior roles include positions at WestPac Wealth Partners and Central Pacific Bank. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Adelia C

ChFC®, Series 63

Honolulu, HI

Guardian Life

Adelia Chung is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Primerica Advisors in Honolulu, HI. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Securities America Advisors. She is actively involved in community service, serving on the boards of several nonprofit organizations including the Rehab Hospital of the Pacific, Straub Foundation, and Friends of the UH Cancer Center. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms, offering both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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