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Showing 28 advisor(s) and rep(s)

Daisy AndersonAloha, I am located on the Big Island of Hawaii, but work with clients across the US. I find my financial background makes me an asset as I advocate for my clients' financial futures. I am especially helpful to those with complex compensation models and small business owners. I look forward to working with you!Visit my website

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck
Adam Blatt

CFP®, CLU®

Originally from North Carolina, Adam Blatt is a 14-year veteran Financial Advisor with the Hawaii Office. He currently lives in Downtown Honolulu with his family. Adam and his team specialize in helping clients within the medical industry. Growing up in a family of physicians, he understands the challenges a medical professional may face when developing and executing a financial management plan.Visit my website

Expertise: Long Term Care Planning, Life Insurance Planning, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Business Succession Planning, Retirement Planning, Special Needs Planning, Business Risk Management, Business Continuation Planning

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck
Marcus Boland

CLU®, ChFC®, CFP®, AEP®, CPWA®

Marcus joined Northwestern in 1995 & works with clients to provide financial guidance. Marcus & his family reside in Honolulu & enjoy the outdoors. He is active in his community & has served on several organizations’ boards. He is a current Member & Past President of the Hawaii Estate Planning Council & Financial Planners Association & Waikiki AquariumVisit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Estate Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning, Retirement Income Planning, Retirement Planning, Trust Services, Business Succession Planning, Business Continuation Planning

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck
Claudia ChenVisit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning, Long Term Care Planning, Estate Planning, Business Risk Management, Employee and Executive Benefits Planning, Education Funding, Special Needs Planning

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck
Curtis DeFeoVisit my website

Expertise: Life Insurance Planning, Disability Income Planning

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck
Mark EusebioVisit my website

Expertise: Financial Planning, Business Risk Management, Business Succession Planning, Employee and Executive Benefits Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Education Funding, Retirement Planning

Languages: English, Tagalog

Location: Honolulu HI, 96813

FINRA BrokerCheck
Gregg Fujimoto

CFP®, CLU®, ChFC®

Gregg is committed to assisting motivated individuals discover for themselves their financial opportunities. He is dedicated to developing trustworthy relationships by providing quality investment and insurance products that are supported by dependable service.Visit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Estate Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck
Keala GandiaVisit my website

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck
Samuel KamakauVisit my website

Expertise: Financial Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Business Succession Planning

Languages: English

Location: Honolulu HI, 96813

FINRA BrokerCheck

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