John Robinson, Owner/Founder
John holds a degree in Economics from Williams College and has been a financial advisor since 1989. Research papers he has written on a broad range of financial planning topics have appeared in numerous peer-reviewed academic and professional journals. Papers he co-authored on retirement income sustainability won the 2008 and 2010 Certified Financial Planning Board of Standards and International Foundation for Retirement Education Best Paper awards, respectively. His most recent contribution, The Determinants of Nest Egg Sustainability, was a Finalist in the Journal of Financial Planning's 2016 Academic Research Competition. He is also a co-founder of Nest Egg Guru, a unique retirement planning application that enables users to more realistically stress test their retirement savings and spending strategies and to easily see how changing variables within their control may impact their results.
John is recognized as a thought leader for the financial planning industry, particularly on ethical and regulatory issues facing the profession, and his commentary regularly appears in nationally syndicated news media. He has also been a frequent contributor to online consumer advice forums Advisor Insights and Ask an Advisor.
Most importantly, John holds dear the loyal, lasting relationships he develops with clients. He adamantly believes that the clients' interests must come first and is constantly seeking new ways to add value to the families he serves.
Itaat began his financial planning career at Smith Barney in the mid-1990s. From 2005-2018, he served his clients at Hawaii Wealth Management/Wells Fargo Financial Network. As a long-time friend and business colleague of J.R., Itaat shares a similar highly personalized, client-first approach that motivated him to join Financial Planning Hawaii in 2018. In his earlier life, Itaat worked in Business Development for Japfa Cofeed Indonesia, a major agribusiness company in Jakarta. He also worked for a number of years as an ex-pat with American Express Bank. Itaat holds an MA in Economics from Boston University.
Alicia McClaverty, Administrative Assistant and Client Relationship Manager
Alicia has worked in the financial services industry since the 1990s and has served as a client relationship manager with John Robinson since 2003. In addition to her extensive experience and her excellent problem solving abilities, Alicia's friendly, outgoing personality helps foster the warm, familial atmosphere that sets Financial Planning Hawaii apart.
Our Marketing Director and Her Minions
Our cheerful and highly trained staff are eager to serve you! In all seriousness, Financial Planning Hawaii is intended to be a family office. Just as J.R. is now working with the children and even grandchildren of his first clients from the late 1980s and early 1990s, the business succession plan for FPH involves continuing those relationships with the next generation of his family. It is anticipated that at least one or two of his progeny will eventually follow in his footsteps. At this time, our Marketing Director seems most poised and eager to take over the reins.