The Team

Hawaii Wealth and Legacy Planning Group

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.

Our Advisors

Stacia Murray

Stacia Murray

Financial Advisor

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Designations

CFP®, CRPC®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

BA, Bachelor of Arts, Finance, University of Portland, Portland, OR

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Brian Iha

Brian Iha

Financial Advisor

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Designations

CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Small Business

Education

BA, Bachelor of Arts, Economics, University of Hawaii, Honolulu, HI
CA Insurance #0F26617

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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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Our Staff

Sarah Lee M. Nakajima

Sarah Lee M. Nakajima

Client Service Manager

Curits H. Watasaki

Curits H. Watasaki

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