Investment Management Firms Honolulu HI

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Lesley Brey
L.J. Brey, Inc.
(808) 526-2644
321 Halaki Street
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

Ronald D. Miller
Resource Management LLC
(808) 429-8123
41-973 Laumilo Street
Waimanalo, HI
Expertises
Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, AIFA, CFP®, DDS, AWMA

Mr. Derek K. Asato, CFP®
(808) 952-9700
1585 Kapiolani Blvd
Honolulu, HI
Firm
Ameriprise Financial

Data Provided by:
Mr. Russell Y. Hoota, CFP®
(808) 522-8650
1357 Kapiolani Blvd Ste 1000
Honolulu, HI
Firm
American Mutual Group
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Business Executives

Data Provided by:
Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Ms. Carol R. Baptista, CFP®
(808) 592-3002
1019 Waimanu St Ste 203
Honolulu, HI
Firm
Carol R. Baptista & Associates

Data Provided by:
Jimmy E Rhymer, CFP®
1580 Kapiolani Blvd
Honolulu, HI
Firm
First Hawaiian Bank
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Kelly C. Williams, CFP®
(808) 447-0564
320 Ward Ave Ste 210
Honolulu, HI
Firm
Quo Vadis Financial Management Inc
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000



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Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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