As a fee-only fiduciary and Registered Investment Advisor (RIA) located in Honolulu, Hawaii we help pre-retirees within 5-7 years of retirement and island families make confident financial decisions through thoughtful planning and objective advice. We believe honest advice is the best advice. That means telling you what you need to hear—even when it's not what you hoped to hear. You can trust that every recommendation we make is rooted in one objective: serving your best interest. SEA Financial Hawaii provides both comprehensive financial planning and investment management under one roof. We believe financial planning should be personal, not generic. That’s why we take the time to really get to know you and understand your current situation and what matters most to you before developing a strategy tailored to your life. Our role goes beyond managing investments—we help organize the bigger financial picture so all the moving parts work together. At SEA, we help coordinate taxes, investments, risk management, and estate planning into one integrated strategy centered around your goals. We primarily work with business owners, professionals, and families seeking an ongoing planning relationship—not just investment management or one-time product transaction. We believe the best financial decisions begin with a meaningful conversation—not a product recommendation. A good first step is for us to simply have a conversation to determine whether we’re the right fit for each other.

Website: seafinancialhawaii.com

Phone: (808) 532-1516

Cross Streets: Near the intersection of Ala Moana Blvd and Atkinson Dr