Life Stages Wealth Solutions

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Wayne T Kaneta

Wayne T Kaneta

CFP®, CLU®, ChFC®, CFS®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Wayne T Kaneta's website
Brian Prentice

Brian Prentice

CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Brian Prentice's website
Patrick Daily

Patrick Daily

Financial Advisor

Visit Patrick Daily's website

Team

Linda M. Kaneta

Linda M. Kaneta

Operations Specialist

Qualifications

  • BBA - University of Hawaii Manoa
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Cheryl Ferido

Cheryl Ferido

Client Service Coordinator

Qualifications

  • A.A. in Business Admin. - Heald College '13
  • Administrative Assistant 2013 - Present
  • Direct attention to detail and organization
  • Effective communication with clients and staff
  • Effective and efficient time management
  • Ability to multi-task

Roles & Responsibilities

  • Prepare correspondence for advisor signature
  • Conduct client appointment reminder calls, Copy and track all client practice materials
  • Schedule client appointments and agenda
  • Assist planning assistants, paraplanners, AFA
  • Perform other allowable duties assigned
  • Manage equipment and facilities, Act as back up to other staff
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Kristi M. Kaneta

Kristi M. Kaneta

Financial Planning Assistant