Find a CFP® Professional

Search Results

For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Joanna Amberger, CFP®

3 Financial Group
(808) 791-2925

1888 Kalakaua Ave Ste 312
Honolulu, HI 96815-1550
View on Map
808

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Kelly C. Williams, CFP®

Quo Vadis Financial Management Inc
(808) 447-0564 x101

320 Ward Ave Ste 210
Honolulu, HI 96814
View on Map
(808) 447-0564

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues

Contact
Joanne R. Watanabe, CFP®

Ameriprise Financial
(808) 952-9700 x11

1585 Kapiolani Blvd
Ste 1620
Honolulu, HI 96814-4529
View on Map
(808) 952-9700

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning

Contact
Thomas E. Blottenberger, CFP®

Wealth Strategy Partners, LLC
(808) 371-1273

677 Ala Moana Blvd Ste 720
Honolulu, HI 96813-5404
View on Map
(808) 371-1273

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits, Estate Planning

Contact
Daniel T.S.Y. Shiu, CFP®

UBS Financial Services Inc
(808) 526-6968

733 Bishop St
Ste 1600
Honolulu, HI 96813-4068
View on Map
(808) 526-6968

Compensation Method: None Provided
Minimum Investable Assets: $75,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Christopher A. Otto, CFP®

Bankoh Investment Services,Inc.
(808) 694-6562

130 Merchant St Ste 850
Honolulu, HI 96813-4405
View on Map
(808) 694-6562

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Samuel J. Bello, CFP®

Samuel J. Bello
(808) 255-8318

212 Aikahi Loop
Kailua, HI 96734-1645
View on Map
(808) 255-8318

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Kevin Yuan Zhong Tang, CFP®

Nexus Trusted Advisors
(808) 539-1785

819 S Beretania St
Honolulu, HI 96813-2501
View on Map
(808) 539-1785

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Shirley M. Ikehara, CFP®

Ameriprise Financial
(808) 792-7408

1585 Kapiolani Blvd
Ste 1775
Honolulu, HI 96814-4525
View on Map
(808) 792-7408

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Kelly M. Shota-Franklin, CFP®

LPL Financial
(808) 380-8888

1585 Kapiolani Blvd. Ste 1216
Honolulu, HI 96814-4522
View on Map
(808) 380-8888

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Women's Finances

Contact
Stacia M Murray, CFP®

Ameriprise Financial
(808) 952-1222 x1244

1585 Kapiolani Blvd.
Suite 1100
Honolulu, HI 96814-4527
View on Map
(808) 952-1222

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Investment Planning, Retirement Planning

Contact
Gregory Woo, CFP®

Morgan Stanley Wealth Management
(808) 525-7955

733 Bishop Street, 28th Floor
Honolulu, HI 96813-4022
View on Map
(808) 525-7955

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Estate Planning, Social Security Planning, Tax Planning

Contact
Marie-Yolande G. Fuller, CFP®

New England Financial
(808) 540-3720

1100 Ward Avenue, Suite #500
Honolulu, HI 96814-1617
View on Map
(808) 540-3720

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Harry G. Kasanow, CFP®

Kasanow & Associates: Wealth Management
(808) 988-1311

3268A Paty Dr
Honolulu, HI 96822-1438
View on Map
(808) 382-1511

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Intergenerational Planning, Investment Management, Small Business Planning

Contact
Scott Matthew Butera, CFP®

UBS Financial Services, Inc.
(808) 526-6948

733 Bishop St Fl 16
Honolulu, HI 96813-4068
View on Map
(808) 526-6948

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Steven K. Gum, CFP®

Ameriprise Financial Services
(808) 952-1227

1585 Kapiolani Blvd
Ste 1100
Honolulu, HI 96814-4527
View on Map
(808) 952-1227

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management

Contact
Thomas S. Mark, CFP®

Ameriprise Financial Services, Inc.
(808) 792-5900 x165

1585 Kapiolani Blvd
Ste 1630
Honolulu, HI 96814-4525
View on Map
(808) 792-5900

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Kenneth K. Kaneshiro, CFP®

Kaneshiro Tokushige & Associates, LLC
(808) 681-7799 x110

841 Bishop St.
Suite 935
Honolulu, HI 96813-3919
View on Map
(808) 681-7799

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Long-Term Care

Contact
Russell Y. Hoota, CFP®

American Mutual Group
(808) 522-8650

1357 Kapiolani Blvd Ste 1000
Honolulu, HI 96814-4537
View on Map
(808) 522-8650

Compensation Method: Commission Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Francis W. McRoberts, CFP®

McRoberts & Associates
(808) 261-5556 x2

407 Uluniu St
Ste 211
Kailua, HI 96734-2537
View on Map
(808) 261-5556

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Divorce Issues, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Tax Planning

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. Next

    © 2012 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
    1425 K Street NW #500, Washington, DC 20005 | phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org

     
    X

    We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.

    It's easy to participate and will take less than 2 minutes:

    Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.