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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.
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.
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.