Serving kamaʻāina since 2001. Unbiased, objective financial education. As a guiding principle, we focus on two things: what truly matters to you and what you can control.

• In this series, we’ll focus on evergreen topics, meaning we want them to stay relevant for years. No faddish stuff. Always offering real value that doesn’t expire with market fluctuations. This type of content is only to educate and inspire potential clients to take action and solidify their financial plan and investment strategy.
• We’ll keep most of our videos short and concise—ideally under 3 minutes—to help our viewers and not bore them to tears.

Viewers will find a wide variety of videos covering the expected topics like portfolio management, insurance strategies and estate planning, as well as the unexpected and unique. My goal is to offer up real world solutions and effective strategies—not just good ideas–from my over two decades of industry experience. If you’d like to learn more about investing for retirement, protecting yourself from life’s uncertainties, running a small business, planning for longevity, or simply getting a clearer understanding of estate planning, you’re in the right place.

Stay tuned and don’t forget to subscribe. E komo mai—welcome. Glad to have you here, aloha! For full disclosures please see our website at https://www.seafinancialhawaii.com/