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.

Our advisors

Sandra Smiley

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sandra Smiley Visit Sandra Smiley's website

Michael Yee

CFP®, CLTC®, CRPC™, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Yee Visit Michael Yee's website

David Kim

Associate Financial Advisor

Learn more about David Kim Visit David Kim's website

Robin Liu

Associate Financial Advisor

Learn more about Robin Liu Visit Robin Liu's website

Stephen Kugisaki

CRPC™

Financial Advisor

Learn more about Stephen Kugisaki Visit Stephen Kugisaki's website

Trevor Yee

CLTC®

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
View more
Ronald Regidor

Ronald Regidor

Marketing Manager,

Event Planner
Wendy C. Tao

Wendy C. Tao

Office Manager

Camille Tapat

Camille Tapat

Administrative Assistant