Our Beginning
Financial Planning Rooted in Genuine Values
Born and raised in New York City, Brandon Wallis started his career in Manhattan, but found his calling serving families on O‘ahu. After 20 years of helping clients navigate retirement, market volatility, and life’s transitions, he founded Kupono Wealth Planning to deliver the same high-quality service with more flexibility and lower costs. We have a deep commitment to serving our Client ʻOhana and the community, where we live and work.
Our Team
Kūpono Wealth Planning is built on personal relationships and genuine care. When you call, you’ll speak with people who know your name, your story, and what matters most to your family.
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Brandon Wallis, CFP®, CRPS®
Founder, CEO & Financial Advisor
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Mara Close
Chief Operating Officer
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Mariel Dominique
Office Administrator
Helping Families Make Smart Financial Decisions
We simplify complex financial concepts, listen to what matters most to you, and create realistic plans that align your money with your values. Through honest guidance and exceptional service, we help local families feel confident about their financial futures and empowered to support the people they love.
Building a Practice That Puts Clients First
Our vision is to be Central O‘ahu’s most trusted financial planning practice—known for honest advice, genuine care, and helping hard-working families and professionals navigate retirement and family obligations with clarity and confidence.