The Team

Finch & Tanaka Financial Group
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

Lawrence Finch

Lawrence Finch

Financial Advisor

More about me...

Top Areas of Focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

Education

Bachelor of Science in Social and Behavioral Science, University of Utah
CA Insurance #0M79064

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Archie Tanaka

Archie Tanaka

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

Bachelor of Science Degree
CA Insurance #0D68769

VISIT MY WEBSITE