Who we are
We are a locally grown financial team located in the vibrant community of Aiea, Hawaii. The sustained growth of our firm can only be attributed to the unwavering support of our amazing and loyal clientele, who have entrusted us with their financial journeys. Our genuine pride in serving them and their families over the years has been a true blessing, one which we value immensely and do not take for granted. By providing expert guidance with professional care, deep understanding, and ample patience—while consistently striving to deliver precision service backed by decades of knowledge—we have successfully built their trust in us. Our greatest reward comes from witnessing their children and even their grandchildren walk into our office, confident that we will go the extra mile to ensure all their financial needs are thoroughly satisfied.
Our Privacy Policy
All personal data and property of our clients provided to us are managed with the highest level of confidentiality.
Enrolled Agents (EA), like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. EAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect:
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties To Whom We Disclose Information:
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Protecting The Confidentiality and Security of Current and Former Clients’ Information:
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical electronic, and procedural safeguards that comply with our professional standards