Scott Tonai, CFP®

 

Scott Tonai, CFP®

Wealth Manager

CERTIFIED FINANCIAL PLANNERTM Professional

808-521-4015 x 8

Scott joined our firm in June 2024 after gaining nine years of experience as a Wealth Advisor at local financial institutions.  Scott was born and raised in Hawaii and graduated from UH Manoa Shidler College of Business.  Scott earned his Certified Financial Planner Professional designation in 2019.  Scott enjoys golfing, hiking and exploring new eateries around the island and abroad.

Professional Designation:
  • CFP® CERTIFIED FINANCIAL PLANNERTM  Professional
  • fi360 AIF® Accredited Investment Fiduciary®
Educational Background:
  • Bachelor of Business Administration, Marketing & Finance; Minor in History
  • University of Hawaii at Manoa Shidler College of Business

Registration:

  • Series 65, Investment Adviser Representative, CRD # 6619125
Affiliations:
  • Certified Financial Planner Board of Standards, Inc., # 273257
  • HUGS (Help, Understanding & Group Support) Hawaii