Guided by Experience, Grounded in Aloha.
Doing right by our community & our clients.
What Guides Us
The Principles Behind Every Decision
Our values aren’t just words on a wall—they’re the foundation of how we work with every client, every day.
Clarity Over Complexity
We take sophisticated financial concepts and explain them in plain language.
Honesty With Understanding
Candid advice and realistic assessments, delivered with respect.
Details Done Right
We concierge the administrative process, ensuring prompt follow-through.
Why Choose Kūpono
Financial Planning Built on Shared Values
You’ve spent decades making good decisions—saving steadily, raising independent children, building a life for you and your family. Now you’re navigating retirement, helping aging parents, helping adult children, and wondering how to make your wealth work for your family’s future. We give you clear answers, realistic guidance, and a plan that reflects your priorities.
Who We Are
Independent Financial Planning in O‘ahu
Kūpono Wealth Planning brings together two decades of financial planning experience with the independence to serve you better. We’re backed by LPL Financial’s resources while maintaining the flexibility to build personalized strategies and keep costs lower for local families.
Our Services
Comprehensive Strategies for Important Life Decisions
We help our Client ʻOhana make informed choices about retirement, investments, and estate planning.
Why Kupono
Knowledge, Experience, and Honesty
We bring over 20 years of financial planning experience, combined with a commitment to straightforward communication and exceptional client service.
Deep Financial Knowledge
You receive informed answers to your questions on retirement, volatility, and estate planning, grounded in our continuous study and experience.
Exceptional Client Service
You focus on your life; we handle the details, managing all paperwork, coordination, and transfers.
Local Understanding
With two decades of experience planning on Oahu, we provide guidance built on knowledge of both the local and national economy and the unique challenges families face.