Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Advisors

Advisor photo for Valerie Schmidt

Valerie Schmidt

CFP®, BFA, ChFC®, CFS®, AEP®, CAP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Valerie Schmidt's website


Team

Melissa Yamashiro

Melissa Yamashiro

Executive Assistant

Drishti Sharma

Drishti Sharma

Client Service Specialist

Isaiah K Paekukui-Cockett

Isaiah K Paekukui-Cockett

Client Service Coordinator