BEST FINANCIAL ADVISOR - Key Persons
Welcome, I'm Alan Nishimoto, a financial professional in Honolulu, Hawaii. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.
Our objective is to strive to effectively and efficiently provide access and availability to Boyd Watterson's investment capabilities to the full satisfaction of our customers by providing innovative investment solutions with risk-adjusted returns, all while delivering outstanding client service.
As a financial professional, I am committed to helping people just like you create a game plan for pursuing their dreams. Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
Celia Brugge, principal of Dogwood Financial Planning, is a Certified Financial Planner™ professional. Celia earned a B.S. with high honors and an M.B.A. from the University of Tennessee, Knoxville.
Cerda Munoz Advisors, Inc. is an independent Registered Investment Advisory firm in Southern California. Our firm was founded on April 2013 when Gilbert Cerda and Aaron Munoz shared their vision and risked it all to offer a one stop solution for personal finances. We have 30+ years combined experience and a passion for helping you reach your financial goals.
Cerda Munoz Advisors exists to help you make smart decisions when facing difficult financial problems. Our investment management services are custom tailored based on your goals. We strive to protect and grow your money so you can achieve financial freedom.
Before I became a financial advisor, I worked alongside Michelin starred chefs in NYC's finest restaurants. In 2002 I traded in my apron for a calculator and headed to Wall St., where I established relationships with investors worldwide. I was most known for my firm-wide motivational speeches on long term investing during the 2008 financial crisis.
Today, I partner with hardworking business owners to plan for the future, align investments with goals, protect families, and manage 401(K) plans. As an independent financial advisor, I strive to act in your best interest. I provide advice, strategies, and management on a fee basis.
Darby Brower owns Brower Financial Group in Ponte Vedra Beach and is proud to have chosen J.W. Cole Financial, Inc. as his broker-dealer. As an independent firm, the financial advisors at Brower Financial Group are able to work with your unique interests in mind.
Darby and his team of professionals will partner with you to understand your unique needs and goals, help you clarify your objectives, and assist you in creating a long term plan. Our planning focuses on capital accumulation and wealth management to help you achieve your financial goals.
Darby can provide you with a full range of investment products and individual insurance services. INDEPENDENCE, OBJECTIVITY and INTEGRITY are the values that lead clients to build a relationship with Darby and his team.
Job Titles:
- Chartered Financial Consultant
David Hammer is a Chartered Financial Consultant(ChFC) and has been a Certified Financial Planner(TM) Practitioner since 1999, with experience in investment management, financial planning, and insurance.
Dean Miyamoto, CPA Inc. is a full-service accounting firm located in Honolulu, Hawaii. We can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being.
Dean, Jacobson Financial Services is A Registered Investment Advisor and we provide independent investment advice and services, as well as wealth management and financial planning services to clients across the country. We are independently owned and operated and our advisors are also Registered Representatives of LPL Financial , A Registered Investment Advisor, Member FINRA/SIPC. All securities and investment products that we provide access to are through LPL Financial. LPL Financial is the nation's largest independent Broker/Dealer and the leading independent source of financial services and investment advice.
Duncan Williams Asset Management was created to meet the needs of individual investors, business owners and foundations. We believe in integrity, intelligence and independence, and we provide our clients with individualized plans to meet their financial goals.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Job Titles:
- President and CEO of Strategic Financial Group
James Rosebrough is president and CEO of Strategic Financial Group. James objective is to provide sound financial advice to those seeking to purchase investments and buy insurance services or real estate.
As independent financial advisors, we create objective, customized planning strategies to help manage, preserve, and transfer our client's wealth. We are committed to helping individuals and families pursue their goals through what is most important to them, their personal values.
Job Titles:
- Financial Planning Hawaii Founder
Karen Hansen is dedicated to professional excellence and the successful problem solving of her clients' financial needs and goals. Karen and her staff, Maxine in Anchorage and Lucy in Juneau, pride themselves on their commitment to service.
As a 20-year educator in a former career, Karen strives to enlighten her clients to the constant changes in the financial world. To accomplish this, she has offices in both Anchorage and Juneau.
Karen is a Life & Qualifying member of the Million Dollar Roundtable, an international association of leading professionals recognized as the standard of excellence in the life insurance-based financial industry and for several years was a Top of the Table or Court of the Table member, the eite of the elite; a member of the Society of Financial Professionals; the Anchorage and Juneau Estate Planning Councils.
As an IAR, Karen conducts educational seminars on overall financial services, estate, tax, and retirement planning. Her specialty seminars are "Taking Control," a seminar to empower women, and "Boomertirement," a seminar to assist Boomer transition from the workforce to retirement living.
Kathy Longo founded Flourish Wealth Management as a woman-owned business in 2014. Kathy was inspired to start her own business early in her career while working for a female wealth manager and entrepreneur. She then gained experience working at firms both large and small in the Chicago and Minneapolis areas before launching Flourish Wealth Management. Kathy made the bold decision to start her own firm with a vision of genuinely improving each of her clients' lives, helping them understand their unique money story and values, gain confidence in talking about money with loved ones, and plan for the life of their dreams.
Flourish Wealth Management embodies the fruition of Kathy's dream by building off a strong foundation of insight and experience. As an independent boutique wealth management firm, Flourish offers comprehensive wealth management services for individuals and families. Kathy and her team have the expertise to provide financial advice for women and their families, particularly women in transition such as a divorce, loss of a spouse or recent inheritance, tapping into what's most important to them and empowering them to take control of their financial future.
Kathy created a firm where employees have the opportunity to embrace their passion for helping people and grow personally and professionally in their career and as part of the Flourish team. At Flourish, we believe in growing and sharing our expertise through a culture of education and continuous learning within our team; this knowledge creates and develops new opportunities for our team and improves the lives of our clients as we help them successfully navigate through the many planned and unexpected transitions in life.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees.
Lee has developed a specialty in working with retirees and those about to retire who want to preserve their principal and help ensure that their money lasts. His practice focuses on helping pre-retirees avoid common financial mistakes.
Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative of Woodbury Financial. To become a CERTIFIED FINANCIAL PLANNER™ practitioner, Lee took courses for several years and passed six exams covering investments, taxes and estate planning. He then passed a final two-day exam.
Lee is a devoted Christian. He serves as an Elder at Zion Church: PCA and previously served as a school board member at Lincoln Christian School. In his spare time, Lee enjoys cooking.
Low Fees: We charge lower fees than most financial advisors because we do not outsource management of your money. Our 1-2% fees on assets under management are all you will have to pay versus 3-5% at other places. .
Job Titles:
- Financial Advisor
- Financial Services
Mike Rundlett is an LPL Financial Advisor and sole owner of Mike Rundlett Financial Services, and is a Registered Representative with LPL Financial, an independent Broker/Dealer and Registered Investment Advisor.
Mike has extensive experience and formal training in financial and investment practices, earning and maintaining the CFP® and AIF designations, along with various insurance licenses and investment registrations.
Morgan Kenwood Advisors, LLC helps individuals, families and small business owners with unbiased, fee-based financial planning and advisory services. A company derived from Morgan Kenwood, Ltd., originally founded in 1985, Morgan Kenwood Advisors has emerged as a leader in investments and retirement planning, wealth building and asset preservation. We proudly serve those with a vision for their future.
Rod Kamps, CFP® AIF®, started the company in a small home office in 1999 after holding the position of Senior Financial Consultant at Cal Fed Bank. Passionate about education, Rod began by teaching investment and financial planning strategies through a series of classes at various college campuses.
At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have lived and breathed our own advice. We have experienced life's great joys: marriage, childbirth, education, and retirement, but we have also experienced life's most difficult times: a near-death accident, illness, disabilities, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life's events.
Founder and Principal Steve Blankenship, CFP® founded Heritage Financial Planning with the intent of bringing together the best elements from his formal education at Baylor University, his real-world experience, and the lessons learned from working with some of the most respected Financial Advisors in the country. Today, the company has expanded to include a wonderful team of dedicated financial consultants.
When you choose Heritage Financial Planning, you can be assured that our team of advisors has an incredibly rich experience to draw upon for your financial well being. Each fiduciary on our team has an incredible blend of financial experience and technical expertise that gives clients peace of mind concerning their finances. Several of our advisors are members of the FPA, and Steve is a Registered Financial Advisor of NAPFA (www.napfa.org), which has some of the highest education, training, and ethical requirements of any other financial industry association.
Job Titles:
- Certified Financial Planner
Steven Van Metre, Certified Financial Planner™ Professional, (CA Insurance License #0D45202 & Investment Advisory Representative with Atlas Financial Advisors, Inc., a Registered Investment Advisory firm.) is a financial planner, portfolio manager, and President of Steven Van Metre Financial. He specializes in retirement income strategies and the direct management of client assets.
Job Titles:
- Senior Branch Office Administrator
After a successful 14-year career in the hospitality industry, I established the 12th Edward Jones branch in San Diego County in 1993 here in Bonita. From my hotel management background, I brought a sense of "client-first service" to my new career, which has served my Edward Jones clients well over the years.
My most valuable partner and senior branch office administrator, Valda Medina, and I have worked together as a team for over 22 years. Every strategy we offer and every solution we recommend is based on what is most important to you. Once we understand your priorities and tolerance for risk, we can help you identify specific financial goals and develop the strategies needed to achieve them.
I have been active in business and civic affairs in Bonita for many years. I served as a member of the Bonita Business & Professional Association for over 15 years and I have been a member of the Bonita Optimist Club for the past 22 years.