In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Livingston Takane

Livingston Takane

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Livingston Takane's website
Sean Calles

Sean Calles

Financial Advisor

Associate Vice President
Visit Sean Calles's website
Guy Fujishige

Guy Fujishige

Associate Manager

Managing Director
Visit Guy Fujishige's website
Toddi Nakagawa

Toddi Nakagawa

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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