Our Partners
Alissa Lerner Kimura, CPFA
Managing Director
(808) 979-3390
I am licensed to sell Insurance Products in the following states: California, Hawaii, Nevada, Guam.
I am licensed to sell Securities in the following states: California, Hawaii, Nevada.
Bethani Eguia
Financial Advisor
(808) 979-3390
I am licensed to sell Insurance Products in the following states: Hawaii.
I am licensed to sell Securities in the following states: California, Hawaii.
Dave, Chirag R. MBA, CRPS
Managing Director
(808) 979-3390
CA Insurance License #: 0F39122
Garrett Vanneman, CFP
Managing Director
Jared H. Dannis, WMCP®, ChFC®, CRPC®
Financial Advisor
(808) 979-3390
CA Insurance License #: 0G11998
Luiz H. Boscardin, MBA, CRPS
Chief Executive Officer
(808) 979-3390
CA Insurance License #: 0F04065
Niraj P. Baxi, MSI®, CLU®, ChFC®
Financial Consultant at Baxi Insurance and Financial Services
Baxi Insurance and Financial Services
We are licensed to sell Insurance Products in the following states: California, Georgia, Tennessee, Texas.
We are licensed to sell Securities in the following states: California, Georgia, Michigan...
Robert J. Bartlett, LUTCF
Financial Representative
(808) 979-3390
CA Insurance License #: 0B47750
Shane Derifield
Investment Advisor Representative at Derifield Financial Services
Derifield Financial Services
Stephen Hsieh, CFP®, CMFC®
Financial Representative
(808) 979-3390
CA Insurance License #: 0H12183
Toan T. Le, CLTC, CFP®, BFA
Financial Advisor
650.362.5276