John Robinson
John H. Robinson Also published as J.R. Robinson and JR Robinson
Itaat Husain
Meet the team
Itaat Husain Financial Advisor
Investment advisory and wealth management, Financial Planning Hawaii
Itaat brings more than twenty years of investment advisory and wealth management experience, on three continents, to a highly personalized, client-first practice. A long-time friend and business colleague of firm founder John H. Robinson, he joined Financial Planning Hawaii in 2018 after thirteen years serving clients at Hawaii Wealth Management.
- 20+Years in wealth management
- M.A.Economics, Boston University
- 2018Joined Financial Planning Hawaii
- HNLBased in Honolulu
A highly personalized, client-first approach, shaped by two decades of advising families across very different markets.
Itaat began his financial planning career at Smith Barney in the mid-1990s, then spent years abroad: in business development with Japfa Comfeed, an agribusiness company in Jakarta, and as an expatriate with American Express Bank. That international chapter gave him a working understanding of how currency, tax regimes and relocation shape a family's financial life, a perspective that serves Hawaii's globally connected clients well. From 2005 to 2018 he served clients at Hawaii Wealth Management / Wells Fargo Advisors Financial Network before joining Financial Planning Hawaii.
How Itaat works with clients
Every client relationship at Financial Planning Hawaii is advice-only and fiduciary. Within that framework, Itaat's practice rests on three things.
One client at a time
No model portfolios or standard packages. Each relationship starts with a detailed understanding of the household's goals, obligations and risk capacity.
Experience through full market cycles
Itaat has advised clients through the dot-com bust, the 2008 financial crisis and the 2020 pandemic, and brings that perspective to every conversation about risk.
Continuity
Many of Itaat's client relationships span well over a decade. He values being the steady voice a family can call, year after year.
CareerFrom Smith Barney to Jakarta to Honolulu.
Boston UniversityM.A., Economics
The analytical foundation for a career in investment advisory and wealth management.
Smith BarneyFinancial planning career begins, mid-1990s
Early training inside one of the era's largest wirehouses.
Japfa Comfeed, JakartaBusiness development
Corporate business development with a leading Indonesian agribusiness.
American Express BankExpatriate assignment, several years
International private banking and client service as an expatriate.
Hawaii Wealth Management / Wells Fargo Advisors Financial NetworkFinancial advisor, 2005 to 2018
Thirteen years serving Hawaii families and individuals.
Financial Planning HawaiiFinancial Advisor, 2018 to present
Joined the firm founded by his long-time friend and colleague John H. Robinson.
Areas of focus
Itaat works with individuals and families who want investment advice delivered inside a complete financial plan.
- Investment advisory
- Wealth management
- Retirement income planning
- Comprehensive financial planning
- International and expatriate finances
- Long-term client relationships
Why Financial Planning HawaiiA firm built around planning, not products.
Itaat's move to Financial Planning Hawaii in 2018 was a decision to practice the way he had always wanted to: as a fiduciary, advice-only, with comprehensive planning at the center rather than investment product sales.
He and John H. Robinson have known each other as friends and business colleagues for many years, and that shared philosophy of putting the client first is what brought them to work under one roof.
Start with a conversation, not a commitment
Initial meetings at Financial Planning Hawaii are free and carry no obligation. They are held in person at the Honolulu office or by remote video, and exist to show you how the firm works and whether it is a good fit.
Prefer to start with the firm's founder? Read John H. Robinson's profile.
Verify our regulatory record. Financial Planning Hawaii, Inc. is an SEC-registered investment adviser. Registration does not imply any level of skill or training. Professional experience, educational background and disclosure history for the firm and its representatives can be reviewed on the SEC Investment Adviser Public Disclosure website.
Nothing on this page constitutes specific tax, legal or investment advice for any individual.
Alicia McClaverty
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.
Susan Gabor, CFP CFP®
Meet the team
Susan Gabor, CFP® Client Happiness Consultant
Client support, planning software and financial wellness checkups
Sue is a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of financial planning experience and deep hands-on knowledge of eMoney and the other planning platforms clients actually use. Patient, friendly and knowledgeable, she is the person Financial Planning Hawaii clients call when they need help getting the most out of their plan.
- 20+Years in financial planning
- CFP®Certified Financial Planner
- FPQP®Financial Paraplanner Qualified Professional
- PARemote, all U.S. time zones
Sue joined Financial Planning Hawaii for its fiduciary standard and its focus on planning, not product sales.
After two decades in financial planning and years inside the platforms at American Express, TD Ameritrade and Charles Schwab, Sue had a clear view of how the industry works and what clients are actually looking for. She chose Financial Planning Hawaii because the firm is advice-only, always acts as a fiduciary, and builds its work around comprehensive planning rather than investment product sales.
What Sue does for clients
Sue's role is to make sure clients get full value from their plan and their accounts, day to day and year to year.
eMoney and Schwab support
Hands-on help setting up, linking and navigating the eMoney planning portal and the Charles Schwab client platform, so the numbers clients see are current and complete.
Maturing CDs and bonds
Proactive outreach when CDs and bonds in client accounts are approaching maturity, so decisions are made in advance rather than by default.
Financial wellness checkups
General checkups that catch loose ends, surface questions and keep the plan aligned with what is happening in a client's life.
BackgroundEducation, platform experience and two decades of planning.
California State University, FullertonB.A., Finance
The academic foundation for a career spent in financial planning and client service.
American Express, TD Ameritrade and Charles SchwabPlatform and planning experience
Years of hands-on work inside the financial and retirement planning software and custodial platforms that clients still rely on today.
Financial Planning HawaiiClient Happiness Consultant
Supports the firm's clients remotely from Pennsylvania, working alongside founder John H. Robinson and the Honolulu team.
CredentialsTwo professional designations plus deep software fluency.
CFP®
CERTIFIED FINANCIAL PLANNER™ professional, certified by Certified Financial Planner Board of Standards, Inc.
FPQP®
Financial Paraplanner Qualified Professional, conferred by the College for Financial Planning.
Software
Extensive experience with eMoney and most of the popular financial and retirement planning platforms.
Education
Bachelor of Arts in Finance, California State University, Fullerton.
Working with SueRemote, flexible and on your schedule.
Sue works full time from her home in Pennsylvania and schedules meetings with clients across every U.S. time zone, by phone, Zoom or FaceTime. For Hawaii clients that means early-morning availability; for mainland clients it means a planner who is already on their clock.
To set up a time, book directly on her calendar or email her at Sue@fphawaii.com.
Need a hand with your plan or your accounts?
Existing clients can reach Sue directly for help with eMoney, Schwab, maturing holdings or a wellness checkup. New to the firm? Initial meetings are free, with no obligation.
Or email her at Sue@fphawaii.com. New to Financial Planning Hawaii? Contact the firm or read founder John H. Robinson's profile.
Verify our regulatory record. Financial Planning Hawaii, Inc. is an SEC-registered investment adviser. Registration does not imply any level of skill or training. Professional experience, educational background and disclosure history for the firm and its representatives can be reviewed on the SEC Investment Adviser Public Disclosure website.
Nothing on this page constitutes specific tax, legal or investment advice for any individual. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. FPQP® is a mark of the College for Financial Planning.
Sawyer Patrick
Meet the team
Sawyer Patrick Financial Planner, Financial Planning Hawaii
Comprehensive financial planning for individuals and families
Sawyer believes financial planning is about helping people build the life they envision for themselves and their families. After a career in corporate financial analysis, he moved into financial planning to have a more direct impact on people's lives, pairing an analytical mindset with conversations that stay approachable and focused on what matters most.
- UOB.A., Economics, University of Oregon
- CFP®Exam passed; completing the experience requirement
- FP&ACorporate financial analysis and strategic planning background
- HNLBased in Honolulu, originally from the Pacific Northwest
Financial planning is about helping people build the life they envision, not just managing numbers on a statement.
Sawyer spent the early part of his career in corporate financial analysis and strategic planning, work that sharpened his ability to model outcomes and weigh trade-offs. What it did not offer was a direct line to the people affected by those decisions. He transitioned to financial planning for exactly that reason: to partner with clients one on one, simplify complex financial decisions, and build personalized strategies that help them pursue goals they may once have thought were out of reach.
How Sawyer works with clients
Every client relationship at Financial Planning Hawaii is advice-only and fiduciary. Within that framework, Sawyer's approach rests on three things.
Analytical where it counts
A background in financial analysis means every recommendation is grounded in the numbers: cash flow, tax effects, risk and time horizon, modeled before it is proposed.
Approachable throughout
Complex decisions are explained in plain language. Conversations stay focused on what matters most to the client, not on jargon or products.
Built for the long term
Sawyer is passionate about relationships founded on trust, education and open communication, so clients understand the why behind every step of their plan.
BackgroundEducation, early career and professional credentials in progress.
University of OregonB.A., Economics
The analytical foundation for his work in financial analysis and, later, financial planning.
Corporate financial analysisFinancial analysis and strategic planning
Built experience in forecasting, modeling and strategic decision support before moving into personal financial planning.
Financial Planning HawaiiFinancial Planner
Works with individuals and families seeking comprehensive strategies, as part of the Honolulu team led by firm founder John H. Robinson.
CFP® certificationExam passed; experience requirement in progress
Sawyer has successfully passed the CFP® exam and is currently completing the professional experience requirement to earn CFP® certification.
Areas of focus
Sawyer works with individuals and families who want a complete, coordinated plan rather than isolated investment advice.
- Comprehensive financial planning
- Goal-based planning for families
- Cash flow and budgeting
- Retirement savings strategy
- Simplifying complex financial decisions
- Education and open communication
- Long-term client relationships
Life in HawaiiPacific Northwest roots, island lifestyle.
Originally from the Pacific Northwest, Sawyer now calls Hawaii home with his wife, their toddler son and two dogs. Outside of work he enjoys golfing, surfing, playing basketball and spending time with his family.
He admits to missing snowboarding in the mountains, but appreciates the chance to enjoy Hawaii's outdoor lifestyle year-round.
Start with a conversation, not a commitment
Initial meetings at Financial Planning Hawaii are free and carry no obligation. They are held in person at the Honolulu office or by remote video, and exist to show you how the firm works and whether it is a good fit.
Prefer to start with the firm's founder? Read John H. Robinson's profile.
Verify our regulatory record. Financial Planning Hawaii, Inc. is an SEC-registered investment adviser. Registration does not imply any level of skill or training. Professional experience, educational background and disclosure history for the firm and its representatives can be reviewed on the SEC Investment Adviser Public Disclosure website.
Nothing on this page constitutes specific tax, legal or investment advice for any individual. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc.
Laurey Shibuya FPQP
Laurey was born and raised in Honolulu, and has more than a decade of experience in the financial services industry. She holds the Serices 65 license (investment adiviser repesentative/financial planner) and holds the Financial Paraplanner Qualified Professional (FPQP) designation.
Laurey's fills a jack of all trades role for our Honolulu office. Her tasks include paraplanning, admin support and direct client outreach in support of Emily (lead backoffice admin), Alicia (local offce manager), and Sue (financial planning support, trading, and eMoney onboarding).
Laurey has also worked as an elementary school teacher and as an office adiministrator at the Universityof Hawaii.
Emily Forraht
Emily joined the FPH team in 2024 and brought with her valuable prior admin experience working with Schwab. Emily works full-time remotely from MMichigan, which helps us solve the 6-hour time zone difference from New York. Despite being the youngest member of our operations staff, she quickly cemented her role as our bback-office admin lead.