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Our financial advice team


Joanne Watanabe

Joanne Watanabe

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Ho`ahu Pono Partners
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 13 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Interests

  • In my free time, I like to spend time with family and friends.
  • I also enjoy traveling to new destinations.

Awards & recognition

  • Protect. Grow. Give.?, RiverSource Life Insurance Company, 2012
  • Premier Protection award, RiverSource Life Insurance Company, 2014

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • University of Hawaii, Manoa
  • Bachelor of Business Administration, Finance & Marketing
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Community participation

Community involvement is an important value of our practice. On May 18, together with clients, we collected more than 600 pounds of food for donation to the Hawaii FoodBank.