We work as a team to help our clients improve their lives and leave a legacy meaningful to them. We seek to provide financial leadership to maintain a long-term perspective, withstanding short term market gyrations. We strive to provide clients with the most valuable financial asset -- peace of mind.
Through our many years of experience and specialized training, we have nurtured client relationships lasting decades. We have guided our clients through every type of market condition with honest, objective and customized advice.
Our core values are:
- Hard work
- Honest communication
- Objective advice
- Proactive service
- Loyalty to clients
Daniel T. Shiu, CFP®, ChFC®, CRPS®
With over 26 years of investment experience, Dan holds both the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. These designations mean that Dan has completed rigorous training in the areas of retirement planning, income and estate taxes, investments and insurance. Dan specializes in retirement planning for individuals and small business owners. Dan's expertise extends into the areas of qualified retirement plans, 401(k) plans, and defined contribution plans as exhibited by his achieving the Chartered Retirement Plans Specialist (CRPS) designation.
In addition to his work as a financial advisor, Dan is also the Branch Manager for the Honolulu Branch. His responsibilities include supervising the day to day operations of the branch and leading business development.
Dan lives in Honolulu with his wife Sandee and their sons Dylan and Jordan.
AZ, CA, FL, HI, ID, MA, MD, MN, NV, OR, PA, TX, WA
With over 46 years of investment experience, John is a Senior Retirement Planning Consultant who specializes in retirement planning for business owners and individuals. He has served as the Assistant Branch Manager for the Honolulu complex of UBS Financial Services.
John lives in Honolulu with his wife Faye. His daughter Christina is an attorney in Washington State and his son Patrick is a dentist in Chicago.
AZ, CA, CO, FL, HI, MA, MD, NH, NV, OR, TX, WA
With over 23 years of investment experience, Keith is a Certified Financial Planner (CFP). Keith is responsible for creating customized holistic financial plans along with providing clients with ongoing support and services. He specializes in trading operations and investment plan implementation.
Keith lives in Honolulu with his wife Alison and their children Tyler and Emily.
AZ, CA, CO, FL, HI, MD, NH, NV, OR, TX, WA