Mike's objective as a financial advisor is to cultivate enduring and substantive relationships with his clients. Committed to providing premier financial planning and unparalleled service, Mike aims to empower individuals and businesses to achieve their financial aspirations. His passion lies in witnessing clients enhance their wealth, bolster their confidence, and realize their dreams. For Mike, it is crucial that each client has a tailored financial and tax plan(s) to navigate their unique circumstances.

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EXPERIENCE

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With over 15 years of experience in financial planning and investment, Mike has distinguished himself in roles such as Vice President - Financial Consultant at Charles Schwab (2011-2021) and as a strategist in the technology sector with ADP, assisting businesses in shaping their insurance and financial strategies.

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EDUCATION

 

Mike holds a Bachelor of Arts in Political Science with a focus on Terrorism from the University of Missouri, as well as a Master's degree in Business International Finance/Supply Chain from Arizona State University. Additionally, his international experience from living and working in Japan (2005-2008) provides him with valuable insights in our increasingly globalized world.

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PERSONAL

 

Outside of his professional pursuits, Mike cherishes spending quality time with his wife (Nozomi), and their two children, Sana (10) and Maxwell (7). Together, they relish exploring new hiking trails across O'ahu, enjoying its scenic beaches, engaging in various sports as a family and traveling to see family in Japan & on the mainland.