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Hawaii

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Phone: 808.695.2100

Hours: 9am - 5pm, Monday-Friday

500 Ala Moana Blvd.
Waterfront Plaza Building 3, Suite 400

Honolulu, HI 96813

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Wealth Management & Financial Planning in Honolulu

At WestPac Wealth Partners, which started as a local company called Wealth Strategy Partners and later expanded, we take pride in delivering cutting edge strategies that give clients financial confidence. Our Honolulu team is made up of financial advisors, insurance professionals, wealth managers, and investment professionals dedicated to helping clients take control of their lives and guide them to build a clear path to their financial future.

WestPac Wealth Partners transforms the way consumers view financial planning by providing innovative solutions and educating members of our Honolulu community on how to make sound decisions using a holistic approach. We focus on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed financial education, and experienced asset servicing solutions.

WestPac Wealth Partners has landed on various lists of great places to work with major and local publications. We landed in the #1 spot on Hawaii Business Magazine's list of the state's best place to work 2020 and on Fortune Magazine's list of Best Small and Medium Workplaces in Finance and Insurance, WestPac came in at #1. Additionally, the firm was named as one of Inc Magazine’s Best Workplaces, the placement being no small feat. 

We invite you to schedule an appointment with a Honolulu team member to learn more about how WestPac Wealth Partners can help you achieve Financial Balance®

Wealth Management Services Offered by WestPac Wealth Partners in Hawaii

  • Financial Advisor, Consultant
  • Wealth Management
  • Wealth Strategy
  • Life Insurance
  • Retirement Planning
  • Personal Insurance
  • More - contact us to learn more

About Honolulu

Honolulu is a cultural mix of fine dining, vibrant clubs, and endless shopping. Along Honolulu’s glimmering beach sands, you’ll find a stretch of opulent condos, skyscraper hotels, and enterprise - testaments to the city’s tourism heartbeat and thriving business center.

Honolulu has a strong foothold on American history, perhaps most notably Pearl Harbor. Sites commemorating the attack that spurred our nation’s entrance into World War II include the USS Arizona Memorial, the USS Bowfin Submarine, and Pearl Harbor itself.

Natural attractions are plentiful in Honolulu. Diamond Head is a Honolulu landmark, which is all the more enjoyable to visit as a dormant volcano. Hanauma Bay and Manoa Falls offer nature preserve and trail experiences that never disappoint. While Honolulu is always eager to welcome visitors to our glorious city, those of us who live and work here have a unique understanding of what sets Honolulu apart.

Financial Balance®  is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004.
© 2023 Guardian 

Spencer Dung

Spencer Dung, CFP®, ChFC®

Managing Director/Wealth Management Advisor

Marko Mijuskovic

Marko Mijuskovic, MBA, MSIS, CExP™

Senior Partner/Certified Exit Planner

Liang Lee

Liang Lee

Senior Partner

Michael Staggs

Michael Staggs

Investment Specialist

Taylor Wong

Taylor Wong

Financial Advisor

Theo Stiller

Theo Stiller

Financial Coach

Christopher Chow

Christopher Chow

Financial Advisor

Aaron Domingo

Aaron Domingo

Financial Advisor

Samantha Haas

Samantha Haas

Director of Business Development | Financial Advisor

Joni Redick

Joni B. Redick-Yundt

Financial Representative

Christina Oh

Christina Oh

Financial Advisor

Nicholas Manago

Nicholas Manago

Financial Representative

Roxy Kiessling

Roxy Kiessling

Financial Advisor

Dunavan Hahn

Dunavan Hahn

Financial Advisor

Julian Simmons

Julian Simmons

Financial Representative

Michael Robertson

Michael Robertson

Financial Advisor

Trey Roy

Trey Roy, MBA

Financial Representative

Devyne Noel

Devyne Noel

Financial Representative

Fred Abbamonte

Fred Abbamonte

Financial Representative

Steve Cutillo

Steve Cutillo

Wealth Management Advisor

Contact the Hawaii team

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