Honolulu, HI Ala Moana Blvd Office

Team
Updated today
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Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

500 Ala Moana Blvd, Suite 3 400

Honolulu HI 96813

Advisors at this office

20

Advisors at this office

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Michael R

Series 66

Honolulu, HI

Guardian Life

Michael Robertson is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company and previously worked at the Halekulani Hotel. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporations, retirement plan sponsors, and charitable organizations with brokerage and investment advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering tailored client solutions and access to proprietary and third-party investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John Y

Series 63, Series 65

Honolulu, HI

Guardian Life

John Yu is a financial advisor with Guardian Life based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Park Avenue Securities and Guardian since 2014. In addition to his advisory role, he works as an independent contractor in insurance sales outside of Guardian. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Taylor W

Series 66

Honolulu, HI

Guardian Life

Taylor Wong is a financial advisor at Guardian Life with a Series 66 designation and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Co. since 2011. Outside of his advisory role, Wong manages several rental properties in Texas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Roxanna K

Series 66

Honolulu, HI

Guardian Life

Roxanna Kiessling is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. Her work history includes roles at both firms as well as prior experience in marketing and orthodontics. Kiessling is involved in community organizations in Honolulu, serving as Public Relations Director for the Rotary Club of East Honolulu, Vice President on the board of Na Wahine Pa'ani o Punahou, and Secretary for the Organization of Women Leaders Hawaii. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored financial planning, discretionary and non-discretionary management strategies, and access to proprietary and third-party investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Chui Shan Rosetta L

Series 63, Series 66

Honolulu, HI

Guardian Life

Chui Shan Rosetta Li is a financial advisor with Guardian Life based in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. Guardian Life’s Park Avenue® Wealth Management subsidiary serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of brokerage and investment advisory services. The firm provides tailored client solutions combining advisor-led discretionary management, model-based strategies, and access to both proprietary and third-party investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Marko M

Series 63, Series 66

Honolulu, HI

Guardian Life

Marko Mijuskovic is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved with Business Solutions, LLC, where he assists with business process creation and executive selection, and offers an identity theft recovery program called LibertyID. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary wrap programs tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Dunavan H

Series 66

Honolulu, HI

Guardian Life

Dunavan Hahn is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 designation and has previously worked at WestPac Wealth Partners and Park Avenue Securities. Outside of his advisory role, he has experience working with Elite Parking Services. Park Avenue Securities LLC, where Dunavan is affiliated, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments through its connection with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Keoni M

Series 66

Honolulu, HI

Guardian Life

Keoni Medeiros is a financial advisor with Guardian Life and holds the Series 66 designation. Based in Honolulu, HI, he has experience in financial services since 2024, including roles at Park Avenue Securities and HomeLight Home Loans. Prior to his advisory career, he worked in industries such as banking and telecommunications. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christina O

CFP®, ChFC®, Series 66

Honolulu, HI

Guardian Life

Christina Oh is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. She has been associated with these firms since 2013. Outside of her advisory roles, she is an owner of an online bedding products business, Snooze Hal, and serves in the Hawaii Army National Guard. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael S

Series 63, Series 65, Series 66

Honolulu, HI

Guardian Life

Michael Staggs is a financial advisor with Guardian Life and Park Avenue Securities in Honolulu, HI, holding Series 63, 65, and 66 licenses and possessing 20 years of industry experience. His prior work includes roles at Financial Leadership Advisors, Inc. and UBS Financial Services. He is involved with Koa Partners LLC, a management company related to his wife's real estate business. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and offering a range of financial planning and consulting solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Samantha H

Series 63, Series 65

Honolulu, HI

Guardian Life

Samantha Haas is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has five years of industry experience and has been associated with Park Avenue Securities since 2018. Haas serves on the boards of Friends of CASA Hawaii and the Hawaii Economic Association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Spencer D

CFP®, Series 63, Series 66

Honolulu, HI

Guardian Life

Spencer Dung is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services. Dung serves on multiple nonprofit boards, including the Richard T. Blount Educational Foundation and the Friends of the University of Hawaii Cancer Center. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to insurance products, and various financial planning and consulting solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Kelly E

CFA®, Series 63

Honolulu, HI

Guardian Life

Kelly Eng is a financial advisor at Guardian Life with eight years of industry experience. She holds the CFA® designation and Series 63 license. Her prior work includes roles at Park Avenue Securities and various Guardian Life entities. Outside of her advisory work, she sells disability insurance to dental and other students through Health Professionals Insurance Services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, offering tailored client relationships and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Vladimir S

CFP®, ChFC®, Series 63, Series 66

Honolulu, HI

Guardian Life

Vladimir Sasic is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2010. Outside of his advisory role, he is involved with several business ventures, including Liberty ID-Help, which assists clients with identity theft recovery, and holds ownership interests in a bookkeeping firm and a construction company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and a range of integrated lending and consulting solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Bryan N

CFP®, Series 63

Honolulu, HI

Guardian Life

Bryan Nakamoto is a CFP® with 24 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. His prior roles include positions at Securities America Advisors and Spectrum Wealth Management, LLC, the latter of which he owns. Nakamoto is also licensed as a real estate sales person in Honolulu, HI. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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