The Team

Ho'ea - Wealth Advisory Group

Our Advisors

Alika Christian Garcia

Alika Christian Garcia

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

University of Hawaii, BA, Economics, 1994
CA Insurance #0I75732

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Vaughn Victorino

Vaughn Victorino

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science, Engineering - Cornell University - Ithaca, NY

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Ken Kondo

Ken Kondo

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor's Degree, 1990, Finance, University of Hawaii at Manoa

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Matthew McConnell

Matthew McConnell

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Plan Distribution
  • Tax Planning Strategies

Education

Bachelor of Science from Boston College 1998
CA Insurance #0H02151

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Lisa Shishido

Lisa Shishido

Financial Advisor

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Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Plan Distribution

Education

University of Hawaii, Manoa, BA, Political Science,1996

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Michael A China

Michael A China

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Education

University of Hawaii, BA, Finance, 2005-2009

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Our Staff

Miki M Fujimoto

Miki M Fujimoto

Paraplanner

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Qualifications

  • Paraplanner
Frances K Chung

Frances K Chung

Operations Specialist

Joshua Kitano

Joshua Kitano

Client Concierge

Assistant