While growing up in Honolulu, Hawaii, I learned at an early age that integrity, hard-work, and aloha were instrumental values that must be carried with me in my career and personal life. At WestPac Wealth Partners, I work closely with my team to provide guidance and education for our clients. As not a single client is the same, we believe more in the process than the products that are available. The most important part of our job is to create customized financial portfolios that are tailored to each of our clients, to build financial confidence and help protect their goals in each of life's stages
As education is a key aspect to everyone’s life, our team at WestPac Wealth Partners has found that people in our communities are eager to learn more about their own personal financial portfolios but lack the resources for this education. Therefore, our team host Financial Wellness workshops for companies and organizations to teach individuals how to become financially organized and take the first step towards a successful financial future. Our team works with professionals, business owners, and individuals to help understand future tax strategies, savings diversification, and the importance of saving for short term, midterm, and long-term goals.
Beyond my career, I enjoy spending time with my family, being on the golf course or tennis court, surfing at my favorite home break, or fishing the reefs of Hawaii and California. If you’d like to learn more about our business or simply grab a coffee, golf, surf or fish, please do not hesitate to reach out. I always look forward to meeting new people! – Aloha!
Registered Representative of Park Avenue Securities LLC (PAS). OSJ 677 Ala Moana Blvd., Suite 720, Honolulu, HI 96813 808.695.2100. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | CA Insurance License #0K94838l 2020-95851 Exp.02/22