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.



Our advisors

Shirley M Ikehara

Shirley M Ikehara

CFP®, CFS®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shirley M Ikehara Visit Shirley M Ikehara's website
Jin Yoon Chu

Jin Yoon Chu

CRPC®, CLTC®

Financial Advisor

Learn more about Jin Yoon Chu Visit Jin Yoon Chu's website

Our team

Jesse Nishita Wilson

Jesse Nishita Wilson

Paraplanner

Personal Intro

Jesse has been with the practice since December of 2010. He graduated from Iolani School in 2006 and from the Love School of Business at Elon University in 2010. Give him a call if you need help with anything at all.

Qualifications

  • Licensed: Series 7, Series 66, HI Insurance (Health, Accident, Life, Annuities)
  • B.S. Business Administration from Elon University - Spring 2010
  • Member - The International Honor Society Beta Gamma Sigma
  • Member - The International Marketing Honor Society Mu Kappa Tau
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Keone James Machida

Keone James Machida

Financial Planning Assistant

Qualifications

  • B.S Shidler College of Business, Finance
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