Retirement Benefits Group is led by seven Principals, many of whom have over 20 individual years of experience in the retirement plan consulting industry. The firm was founded on the premise of offering independent retirement plan support and advice, and our specialists have been in business for decades. With affiliate offices throughout the country, RBG continues to spread those values nationwide.

  • Asa Kajihiro
    Asa Kajihiro
    Retirement Consultant
Asa Kajihiro
Retirement Consultant

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

akajihiro@rbgnrp.com
P: +1 (808) 425-5035
F: +1 (808) 600-5167

Asa’s reputation for excellence is built on his comprehensive approach to financial planning. His goal is to work closely with clients to identify opportunities that maximize investment income, develop retirement investment and withdrawal strategies, minimize tax obligations, and ensure company retirement plans are well managed and in compliance. In addition, Asa designs succession plans for personal estates and businesses.

Born and raised in Hawaii, he works comfortably with clients of all ages and knowledge levels. He takes the time to understand each unique situation, and creates strategies that are appropriate to his clients’ needs.

His dedication to providing the best strategy is also evident in his collaborative approach. Whenever possible, Asa works hand in hand with his clients’ accountants, CFOs, attorneys, and other advisors, to form truly integrated solutions.

Education

While his holistic approach sets Asa apart, his commitment to perfection is the driving force behind his practice. Asa started in 2004 at Edward Jones, and was quickly identified as an outstanding financial professional. He has the AAMS, and the Series 66 and Series 7 registrations, held through LPL Financial. Additionally, Asa holds a Hawaii state insurance license (310038). Asa is a graduate of Iolani School and the University of Hawaii West Oahu.

Interests

As if being a new father is not enough, Asa is the president of the Diamond Head Lions Club. He also serves as a board member for Hospice Hawaii, Kapahulu Center and the Iolani Alumni Association. With years of high school and college baseball experience, he also boasts a mean throwing arm. Look for him on the field at Iolani School where he coaches every spring.

Full Profile

  • William E. Hamm, CFA, ChFC, CLU, CFP®
    William E. Hamm, CFA, ChFC, CLU, CFP®
    CEO, Independent Financial Partners
  • Aaron Gilman, CFA, CFP®
    Aaron Gilman, CFA, CFP®
    CIO, Independent Financial Partners
  • Kim Shaw Elliot
    Kim Shaw Elliot
    Managing Director & ERISA Counsel
William E. Hamm, CFA, ChFC, CLU, CFP®
CEO, Independent Financial Partners

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

will_ham+1 (813) 341-0960

Mr. Hamm's areas of expertise include investment analysis and evaluation, asset management, investment portfolio design and implementation, executive compensation benefits design and implementation and financial planning for corporations and individuals. Mr. Hamm holds a bachelor's degree in Economics from the University of Florida and earned his master's in Financial Services from the American College in Pennsylvania. He also holds a bachelor's degree in Business Administration with majors in Accounting and Finance from the University of South Florida. Mr. Hamm's designations include Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and CERTIFIED FINANCIAL PLANNER' (CFP®). He is also a member of the CFA Institute, the Financial Analysts Society of Tampa Bay and the Financial Planning Association.

Aaron Gilman, CFA, CFP®
CIO, Independent Financial Partners

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

aaron

+1 (813) 341-0960

Aaron conducts analytical research and due diligence for all investment types, define contribution plan reviews, and portfolio analysis and construction. Aaron's expertise is in retirement planning, estate planning, investment management and insurance planning. Aaron earned his bachelor's degree in Finance and a minor in Real Estate from the University of Florida. Securities registered since 2008, he currently holds his Series 7, 24, 63, and 65 registrations with LPL Financial. Aaron holds the Chartered Financial Analyst (CFA) designation through the CFA Institute. He is also a CERTIFIED FINANCIAL PLANNER' (CFP®).

Kim Shaw Elliot
Managing Director & ERISA Counsel

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

kse

Phone: (813) 341-0960

Kim Shaw Elliot helps investment advisors successfully navigate the complex rules founded in ERISA/employee benefits, securities law, broker dealer regulation and taxes. She defines risk management strategies for retirement programs, provides thought leadership and training, and delivers solutions-based guidance to support the firm’s advisory business. Additionally, Kim also serves as ERISA counsel. Kim earned her bachelor’s degree in Mass Communication – Radio Television from Southern Illinois University at Edwardsville. Additionally, she is a three-time graduate of Washington University in St. Louis, having earned her JD, LLM Taxation and executive MBA there.

Kim holds the Fellow, Life Management Institute designation, was chaired the Employee Benefits Committee of the Missouri Bar, named President Emeritus of the Association of Corporate Counsel (St. Louis), is a frequent speaker at national conferences and is a writer about ERISA and securities topics.

Back to Top ↑

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI