Na Ho'okele Financial Advisory Team

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Na Ho'okele Financial Advisory Team
Team photo for Na Ho'okele Financial Advisory Team

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Advisors

Advisor photo for Sandra Smiley

Sandra Smiley

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sandra Smiley's website
Advisor photo for Stephen Kugisaki

Stephen Kugisaki

CRPC

Financial Advisor

Visit Stephen Kugisaki's website


Team

Kimberly J. Smiley

Kimberly J. Smiley

Office Manager

Qualifications

  • First point of contact
  • Schedule appointments and manage advisors' calendar
  • Process mail and new business
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Ronald Regidor

Ronald Regidor

Marketing Manager

Camille Tapat

Camille Tapat

Administrative Assistant