Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Wayne T Kaneta

CFP®, CLU®, ChFC®, CFS®, CLTC®, CMFC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Wayne T Kaneta Visit Wayne T Kaneta's website

Ashley Caneso

CFP®

Financial Advisor

Learn more about Ashley Caneso Visit Ashley Caneso's website


Our team

Linda M. Kaneta

Linda M. Kaneta

Operations Specialist

Qualifications

  • BBA - Unversity of Hawaii Manoa (Accounting)
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Cheryl J. Ferido

Cheryl J. Ferido

Client Service Coordinator

Qualifications

  • A.A. in Business Admin. - Heald College '13
  • Administrative Assistant: 2013 - Present
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Kristi M. Kaneta

Kristi M. Kaneta

Paraplanner

Qualifications

  • BBA - Pacific Lutheran University
  • MBA - Pacific Lutheran University
  • Notary Public
  • HI Insurance License #504376
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