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 Alexander Meimer

Alexander Meimer

CRPC, CFS®

Financial Advisor

Vice President
Visit Alexander Meimer's website
Advisor photo for Livingston Takane

Livingston Takane

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Livingston Takane's website
Advisor photo for Toddi Nakagawa

Toddi Nakagawa

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Toddi Nakagawa's website


Team

Eun Bin Ladner-Seok

Eun Bin Ladner-Seok

Client Service Associate,

Practice Manager
Kristen Moura

Kristen Moura

Registered Operations Leader

Roselle G Ribucan

Roselle G Ribucan

Client Service Associate

Isaac Lui

Isaac Lui

Client Service Associate,

Practice Manager
Elsa Mateo

Elsa Mateo

Registered Practice Associate