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Financial Planning Hawaii is an SEC-Registered Investment Adviser (RIA).  Registration as an investment adviser does not imply any level of skill or training. For verification of Financial Planning Hawaii's regulatory status, all website visitors are encouraged to visit the SEC Investor Advisor Public Disclosure website.  The site allows you to search by firm name and by adviser name. It provides detailed information about the firm's business model and each investment adviser representive's professional experience, educational background, and disclosure history.
Financial Planning Hawaii's 2025 SEC Form ADV  |   Financial Planning Hawaii's 2025 Customer Relationship Summary
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Although representatives of Financial Planning Hawaii may review client tax and legal documents, deliver tax-reporting documents, and raise awareness of potential tax and/or estate planning related mistakes or opportunities, none of this information should be construed as constituting specific tax or legal advice.  All clients are encouraged to consult with their respective CPAs and/or attorneys for such guidance.
 
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