The Na Ho’okele Financial Advisory team is a Hawaii-based practice serving the needs of individuals, families, and businesses both on the Hawaiian Islands and around the country. Our team's mission is to help navigate clients through both the rough and calm waters on their life’s financial journey.

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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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Our advisors

Advisor photo for Sandra Smiley

Sandra Smiley

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Sandra Smiley Visit Sandra Smiley's website
Advisor photo for Michael Yee

Michael Yee

CFP®, CLTC®, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Michael Yee Visit Michael Yee's website
Advisor photo for David Kim

David Kim

Associate Financial Advisor

Learn more about David Kim Visit David Kim's website
Advisor photo for Robin Liu

Robin Liu

Associate Financial Advisor

Learn more about Robin Liu Visit Robin Liu's website
Advisor photo for Stephen Kugisaki

Stephen Kugisaki

CRPC

Financial Advisor

Learn more about Stephen Kugisaki Visit Stephen Kugisaki's website
Advisor photo for Trevor Yee

Trevor Yee

Associate Financial Advisor

Learn more about Trevor Yee Visit Trevor Yee's website


Our team

Kimberly J. Smiley

Kimberly J. Smiley

Office Manager,

Administrative Assistant

Roles & Responsibilities

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

Ronald Regidor

Marketing Manager,

Event Planner
Wendy C. Tao

Wendy C. Tao

Office Manager

Camille Tapat

Camille Tapat

Administrative Assistant