I was born and raised in Hawaii and graduated from UH Manoa in 2012. I gained work experience through
careers as a CPA in the public accounting sector and as a financial analyst at a local bank in Hawaii. I came to the realization that my passion of helping others and experience in the finance industry could make a positive impact in people’s lives.
In my journey to find an outlet to help others, I reflected on the personal experience I had as a client of WestPac Wealth Partners since 2012. I went through various life
events such as hobbies, business ventures, getting married, having a son, and being available to take care
of family. Throughout the years, I felt confident that I could navigate through the various life events and be
prepared to prioritize what would come next through the help of my financial coaches at WestPac Wealth
Partners.
In 2020, I realized that the direct impact I could have on my community is by walking folks through a financial planning process that could provide them the same confidence I had about my financial situation throughout the years. By joining WestPac Wealth Partners and leveraging my experiences as a former CPA and financial analyst, I could provide education and visualize what options are available to clients.
To provide clients with the most solution options, I obtained my series 7, 66, and Life & Health Licenses. In my constant pursuit to help people align their financial world to their goals, I continue to strive for personal development in the industry.
My wife Sara and son Neo are proud to be able to call Honolulu home. In my spare time I enjoy golfing, hiking, and fishing with friends and family.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 677 Ala Moana Blvd., Suite 720, Honolulu, HI 96813 808.695.2100. Securities products and advisory services 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. |2022-144028 Exp. 10/24