Wealth Management Firms Honolulu HI

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Honolulu, HI. We have compiled a list of businesses and services around Honolulu, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Lesley Brey
L.J. Brey, Inc.
(808) 526-2644
321 Halaki Street
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Steven K. Gum, CFP®
(808) 952-1227
1585 Kapiolani Blvd
Honolulu, HI
Firm
Ameriprise Financial Services
Areas of Specialization
Retirement Income Management

Data Provided By:
Mr. Cory Wt Mitsui, CFP®
(808) 592-4229
615 Piikoi St Ste 1901
Honolulu, HI
Firm
Mitsui Insurance and Financial Services
Areas of Specialization
Estate Planning, Insurance Planning, Life Planning, Long-Term Care, Planning for Couples, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided By:
Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

Ronald D. Miller
Resource Management LLC
(808) 429-8123
41-973 Laumilo Street
Waimanalo, HI
Expertises
Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, AIFA, CFP®, DDS, AWMA

Mr. James H Bennett, CFP®
(808) 525-6015
733 Bishop Street
Honolulu, HI
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. Mark H. Suiso, CFP®
(808) 678-1690
999 Bishop St Fl 10
Honolulu, HI
Firm
BancWest Investment Services

Data Provided By:
Ms. Funling Tang, CFP®
(808) 792-7488
1585 Kapiolani Blvd
Honolulu, HI
Firm
Ameriprise Financial Services
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874