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.