I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Additionally, I am a Registered Representative of and offer securities produc
ts & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
733 Bishop St. My California Insurance license number is OM25478
Neither Hualalai Financial LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Hualalai Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.