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.