Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Livingston Takane

Livingston Takane

Private Wealth Advisor

Visit Livingston Takane's website
Sean Calles

Sean Calles

Financial Advisor

Visit Sean Calles's website
Guy Fujishige

Guy Fujishige

Associate Manager

Visit Guy Fujishige's website
Toddi Nakagawa

Toddi Nakagawa

Financial Advisor

Visit Toddi Nakagawa's website

Team

Sarah Lam

Sarah Lam

Client Service Associate,

Assistant
Carly Cooper

Carly Cooper

Client Service Associate,

Receptionist
Melissa Taitano

Melissa Taitano

Client Service Associate

Roselle G Ribucan

Roselle G Ribucan

Client Service Associate