The Team

Hawaii Wealth and Legacy Planning 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

Jake S Yong

Jake S Yong

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

BBA, Finance, University of Hawaii at Manoa, Honolulu, HI
CA Insurance #4030104

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Jayson Whitman

Jayson Whitman

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Small Business
  • Sustainable and Responsible Investing

Education

BA in Economics from University of Hawaii at Manoa

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Rie Shoji

Rie Shoji

Financial Advisor

Our Staff

Sasha Costa Brum

Sasha Costa Brum

Office Manager

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Qualifications

  • Notary Public
Reinier Jude "RJ" Realubit

Reinier Jude "RJ" Realubit

Financial Planning Specialist

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Qualifications

  • BBA, Finance, Seattle University, Seattle, WA