The Team

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.

Our Advisors

Livingston Takane

Livingston Takane

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education

Education

Sophia University, B.A. Tokyo, Japan, Mid-Pacific Institute, Honolulu, HI
CA Insurance #0G57608

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Sean Calles

Sean Calles

Financial Advisor

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Designations

CRPC®, CFS®, AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

BA, Marketing & Management, Univeristy of Hawaii at Manoa, Honolulu, Hawaii
CA Insurance #0F41431

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Guy Fujishige

Guy Fujishige

Associate Manager

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Designations

CFS®, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments

Education

BBA, Finance, University of Hawaii at Manoa, Honolulu, HI, College for Financial Planning, Centennial, CO, Institute of Business & Finance, San Diego, CA
CA Insurance #0E28998

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Toddi Nakagawa

Toddi Nakagawa

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

University of Phoenix, 1999, BS Bachelor of Science Business Administration

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Our Staff

Catherine Johnson

Catherine Johnson

Registered Client Service Associate

Carly Cooper

Carly Cooper

Client Service Associate

Receptionist
Melissa Taitano

Melissa Taitano

Client Service Associate

Roselle G Ribucan

Roselle G Ribucan

Client Service Associate