Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Alexander Meimer

CRPC, CFS®

Financial Advisor

Associate Vice President
Visit Alexander Meimer's website

Livingston Takane

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Livingston Takane's website

Toddi Nakagawa

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Toddi Nakagawa's website


Team

Melissa Taitano

Melissa Taitano

Lead Client Service Associate,

Practice Manager
Sarah Lam

Sarah Lam

Client Service Associate

Roselle G Ribucan

Roselle G Ribucan

Client Service Associate

Kristen Moura

Kristen Moura

Registered Operations Leader

Elsa Mateo

Elsa Mateo

Client Service Associate