Hawaii Wealth and Legacy Planning Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Hawaii Wealth and Legacy Planning Group
Team photo for Hawaii Wealth and Legacy Planning Group

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Advisors

Jared K Yuen

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jared K Yuen's website

Lincoln K Koike

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lincoln K Koike's website

Curtis Watasaki

Financial Advisor

Visit Curtis Watasaki's website


Team

Tasha Manner-Kalilikane

Tasha Manner-Kalilikane

Operations Director

Qualifications

  • University of Hawaii, Honolulu, HI

Roles & Responsibilities

  • Manages our Team
  • Provides an Amazing Client Experience
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Ryan T. Inouye

Ryan T. Inouye

Paraplanner

Qualifications

  • Whittier College, Whittier, CA

  • Chaminade University, Honolulu, HI - MBA

  • Series 7 licensed

  • Series 63 & 66 licensed

Roles & Responsibilities

  • Process Transactions
  • Complete Applications and Assist with Rollovers
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Lance Tauoa

Lance Tauoa

Client Service Coordinator

Rance Yanabu

Rance Yanabu

Financial Planning Assistant

Lorene Watasaki

Lorene Watasaki

Receptionist

Deepak Raghunath

Deepak Raghunath

Financial Planning Analyst