PARTNERS
Jeffrey Kao,
MBA, LUTCF®, CLTC®, FSCP®
Partner, Financial Adviser
CA Insurance License Number #0G77429
Kristi Tanigawa Chun,
LUTCF®, FSCP®, CLTC®, ChFC®, CFP®
Partner, Financial Adviser
CA Insurance License Number #0L74431
Derek Tenn
Partner, Financial Adviser
CA Insurance License Number #0F40726
Alliances
Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback and make sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Click below to learn more about HIPac Financial’s strategic alliances and find contact information for local professionals.
SERVICES
HIPac Financial provides innovative, cutting-edge products and services to help retirees, pre-retirees, young families, union members and federal and state employees grow and protect their wealth through all stages in life. We are committed to providing the best service through continued education, up-to-date product knowledge, and the development of strategic industry relationships--all while keeping in mind Hawaii's place in the world.
Our Process
Not every financial adviser is going to understand the challenges you face as residents of Hawaii. Your cost of living is significantly higher than most, but your industries pay the same rates.
You must be financially smart to enjoy your life today and in the future. That’s where the team at HIPac Financial comes in.
We understand that our clients are as unique and diverse as Hawaii, so instead of a one-size-fits-all approach, we take our holistically crafted process and tailor it to your needs and goals. By using a comprehensive financial planning process, HIPac Financial offers clients a better understanding of their financial situation, which benefits they have, and works with them to implement a plan toward helping them reach their ultimate financial goals.
Planning Tools
eMoney is a sophisticated financial planning tool to help you achieve your financial goals.
It can provide you with goal and cash-flow based analyses and projections. Watch this video to get started.
The team at HIPac Financial is licensed and services clients in these states.
