Since an early age, Makoa has been driven by a belief in challenging the status quo. He possesses a unique perspective and a penchant for thinking outside the box, leading him to question conventional wisdom in many areas of life. Makoa believes the financial industry has often fallen short in serving the best interests of Americans over the past two decades.
He perceives a systemic failure within the financial sector, where traditional approaches and practices have frequently prioritized profit over people, leaving many individuals and families inadequately prepared to navigate their financial futures. Makoa advocates for a fundamental shift in financial services centered on transparency, accessibility, and accountability.
Driven by a desire to foster positive change, Makoa is committed to reshaping the financial industry by empowering individuals with the knowledge, tools, and resources needed to achieve financial confidence. He and his team work closely with clients through a transparent and personalized process designed to help them achieve their goals and protect their financial future.
Leveraging the expertise of specialists within his team, Makoa delivers innovative financial solutions tailored to a wide range of clients, including families, young professionals in business and medicine, private business owners, and professional athletes. His team specializes in advanced tax, business, estate, and retirement planning, along with asset management and protection strategies.
Makoa's interest in finance began in Hawaii, where he was born and raised. He attended Punahou High School before earning his degree from Arizona State University, where he developed a strong foundation in finance. During college, he interned with WestPac Wealth Partners, an experience that inspired him to return to the firm after working in commercial real estate. In that role, he evaluated and approved multi-million-dollar loan portfolios, demonstrating strong analytical and financial expertise.
His career reflects a commitment to learning, excellence, and helping others achieve financial success. Outside of work, Makoa enjoys playing volleyball and tennis, and watching football with family and friends.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. 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 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. CA Insurance License Number - 4366743. | 8987960.1 Exp. 06/28