Hawaii Resident for 29 Years, Active in Community and Charitable Organizations. I have 30 Plus Years in the Financial Services and Insurance Profession. My Education is a Bachelor Degree in Finance Insurance, with a Masters Degree in Financial Planning.
During my career, I have been a Nationally Recognized Speaker and Award Winning Financial Professional. I have served people from all walks of life, from federal and state government employees to families, educators, and career professionals.
I am passionate about educating my clients and giving back to the community, including a long term involvement with organizations helping children and families from financially underprivileged backgrounds.
The Objective I emphasize for my Clients, is to help them reach their Retirement Income and Savings Goals. How we achieve this strategy is by reducing risk with Upside Growth Potential, with no Downside Risk. “Retain Your Gains” Please contact me for a free no obligation review of your current Financial and Retirement Income Plan.
I also work on all the Islands in Hawaii. Mahalo Nui Loa !
