Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Shirley M Ikehara

CFP®, CFS®

Private Wealth Advisor

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

Jin Yoon Chu

CRPC, CLTC®

Financial Advisor

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

Jesse Nishita Wilson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jesse Nishita Wilson Visit Jesse Nishita Wilson's website


Our team

Keone James Machida

Keone James Machida

Financial Planning Assistant

Qualifications

  • B.S Shidler College of Business, Finance
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