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.