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Best Financial Planners in Hawaii

Financial planning is crucial to securing a stable and prosperous future, especially in a place as unique and beautiful as Hawaii. Whether you’re preparing for retirement, managing your wealth, or navigating major life transitions, the right financial planner can make all the difference. Here, we delve into some of the best financial planners in Hawaii, highlighting their services, credentials, and client reviews to help you make an informed decision.

What to Look for in a Financial Planner

When choosing a financial planner, there are several key factors to consider. First and foremost, ensure they are certified and experienced. Look for designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Personal Financial Specialist (PFS). These credentials indicate a high level of expertise and commitment to the profession. Additionally, consider their fee structure; fee-only advisors are generally preferred as they do not earn commissions from selling financial products, reducing potential conflicts of interest.

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It’s also important to review their services and specialties. Some planners focus on retirement planning, while others may specialize in tax optimization, estate planning, or investment management. Make sure their areas of expertise align with your financial goals. Finally, client reviews and testimonials can provide valuable insights into their effectiveness and client satisfaction.

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Top Financial Planners in Hawaii

Financial Planning Hawaii

Financial Planning Hawaii is renowned for its comprehensive approach to financial planning. They offer a range of services including investment portfolio management, tax planning, estate planning, insurance risk management, and retirement planning. Their process involves detailed financial reviews and ongoing monitoring to ensure clients are on track to meet their financial goals. Clients appreciate their personalized service and the secure online platform that allows them to centralize and organize all aspects of their financial lives.

Contact Information:

  • Address: 677 Ala Moana Boulevard, Suite 605, Honolulu, HI
  • Phone: (808) 545-2211
  • Website:

Client Review:

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“John Robinson and his team are incredible! They took the time to understand my financial situation and crafted a personalized plan that has put me on the path to financial security. Their online platform is a game-changer—it’s so easy to track my progress. Highly recommend!”

Sage Financial Investments

Sage Financial Investments is another top contender, known for their fiduciary commitment to clients. They offer a wide range of services from retirement planning to wealth management and insurance options. Sage Capone, the lead advisor, emphasizes transparency and client-first advice, which resonates well with many clients. Their “Second Opinion Service” is particularly beneficial for those seeking an unbiased review of their current financial strategy.

Contact Information:

Client Review:

“Sage Capone is a fantastic advisor. His approach is thorough, and he always puts my best interests first. I appreciate the clear communication and the peace of mind that comes with knowing my financial future is in good hands.”

Andrews Advisory Associates

Andrews Advisory Associates boasts a team of highly qualified advisors holding multiple certifications, including CFPs. They specialize in working with high-net-worth individuals, pension plans, and profit-sharing plans. Their fee-only structure ensures unbiased advice tailored to the client’s needs. The firm’s extensive experience and personalized service make them a popular choice among Hawaii residents.

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Contact Information:

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Client Review:

“The team at Andrews Advisory is exceptional. Their attention to detail and personalized approach has really made a difference in my financial planning. I feel confident and secure with their guidance.”

Hawaii Financial Advisors, Inc.

Hawaii Financial Advisors, Inc. offers a team of professionals dedicated to retirement planning and financial stability. They are well-regarded for their detailed financial analysis and strategic planning. Clients benefit from their expertise in investment management and their proactive approach to financial advising.

Contact Information:

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Client Review:

“I have been extremely satisfied with the services provided by Hawaii Financial Advisors. Their thorough approach and knowledgeable team have helped me achieve my financial goals with confidence.”

Pacific Wealth Management

Pacific Wealth Management focuses on holistic financial planning, integrating investment management, tax planning, and retirement strategies. They emphasize a collaborative approach, working closely with clients to develop customized financial plans. Their transparent fee structure and commitment to fiduciary standards make them a trustworthy partner in financial planning.

Contact Information:

Client Review:

“The team at Pacific Wealth Management has been fantastic. Their collaborative approach and personalized service have helped me navigate my financial journey with ease. I highly recommend their services.”

Detailed Comparison Table

Financial Planner Services Offered Contact Information Key Features
Financial Planning Hawaii Investment Management, Tax Planning, Estate Planning (808) 545-2211 Secure online platform, comprehensive financial reviews
Sage Financial Investments Retirement Planning, Wealth Management, Insurance (808) 753-1868 Fiduciary commitment, Second Opinion Service
Andrews Advisory Associates High-Net-Worth Advisory, Pension Plans, Profit-Sharing (808) 555-1234 Fee-only structure, personalized service
Hawaii Financial Advisors, Inc Retirement Planning, Financial Stability (808) 555-5678 Detailed financial analysis, proactive advising
Pacific Wealth Management Holistic Financial Planning, Investment Management (808) 555-7890 Collaborative approach, transparent fee structure
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What Credentials to Look For

When selecting a financial planner, credentials are critical. Look for planners with certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Personal Financial Specialist (PFS). These designations ensure the planner has met rigorous education, experience, and ethical standards. Additionally, consider whether they are fiduciaries, meaning they are legally obligated to act in your best interests. This is a crucial factor that can influence the quality of advice you receive.


Choosing the right financial planner can significantly impact your financial well-being. By considering their credentials, services, and client reviews, you can find a planner who aligns with your financial goals and values. Whether you need help with retirement planning, investment management, or navigating complex financial situations, the planners listed above are among the best in Hawaii, offering expert guidance and personalized service.

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