Client Services Specialist

Owen joined us in October 2023 after earning a bachelor’s degree in finance from the University of Hawaii at Manoa - Shidler College of Business. He proved to be a valuable member of the team from day one, applying the leadership skills that he gained from his experience as a champion member of the sailing team at UH. Owen recently passed the Certified Financial Planner® Professional Exam on the first try! He has also passed the FINRA Securities Industry Essentials® Exam and is now focusing his attention on the Series 65 to become an Investment Adviser Representative. Owen grew up in Northern California and moved to Hawaii in 2019 for college. He loves Hawaii and plans to be here for the long term. In his free time, Owen enjoys spending time outdoors with his friends and family. He continues to compete in local and mainland sailing competitions. 

Professional Designation: 

CFP® CERTIFIED FINANCIAL PLANNER® Professional – Passed Exam in July 2024; experience requirement pending, expected completion date October 2025 

Educational Background: 

Bachelor of Business Administration - Finance, University of Hawaii at Manoa, Shidler College of Business 

Get to know our team! Questions & Answers 

What got you started with a career in financial services? 

During my undergraduate studies at UH, I took a class on investments which sparked my interest. It was one of my favorite classes. I did more research on careers in finance and discovered the Certified Financial Planner® Professional track. Thus, I embarked on the journey of passing the CFP® examination and becoming a Financial Adviser. 

What motivates you to do your best every day? 

I am motivated by the support of mentors around me. It is a joy to get to work every day with people who really care. One of my biggest goals is to simply make those around me happier and more prosperous. I love uplifting and empowering others, as their success is my success. 

What is one thing you wish everyone knew about money? 

I wish everyone understood the importance of budgeting and saving. It can be very intimidating to sit down and try to get a handle on your finances. Creating a budget can be time consuming and many people would rather not think about it. It seems too hard at first. However, if you create a plan then execute that plan, it will make your life easier and much more rewarding in the future.