Broker Check
Jared Nakamoto, CRPC®

Jared Nakamoto, CRPC®

Financial Adviser

Mobile Phone: (808) 295-2461

I was born and raised in Honolulu, Hawaii and a graduate of Maryknoll High School. I have a BBS in Finance and Management from the University of Hawaii at Manoa and have been in the finance industry since 2001. I have two daughters who are my world, we love spending time cooking and baking with each other. We like trying at least one new recipe a week.

 

My goal is to help educate my clients and their families on their options for saving and investing for their future. I like to work with clients of all ages alongside their families so everyone is on the "same page" when it comes to future planning. I try to keep things simple, so investing is an exciting topic instead of a dreaded one. I help clients with everything from creating a budget to creating an income stream in retirement and everything in between. I focus on retirement planning and retirement income, but also work with life insurance, education savings, long term care planning and wealth management strategies. I have resources that include estate planning attorneys and tax preparers. Your investment future is my priority.

 

I look forward to meeting you either in person, over the phone, or virtually.