It has been an honor and privilege to serve as a financial advisor to the Honolulu community for the past 15 years. Having grown up in a family of former educators, I truly understand the value of money, and how vital it is to all aspects of your life. As a result, I have helped many families and business owners navigate numerous market cycles.
I follow a 5 Step Process, which starts by understanding what is most important to you and your loved ones. I also welcome the opportunity to collaborate with your attorney, your accountant and other trusted professionals, in order to personalize and craft your specific strategies. I truly have a passion for helping my clients and enjoy partnering with them in order to help organize, grow and protect their assets. Throughout my relationship with my clients, I continue to communicate, monitor and make adjustments as needed, in order to ensure that their personalized goals stay on track.
When I am not working, I enjoy spending time with my wife, Lisa, where together, we call the Nuuanu neighborhood home. Lisa is a lifelong educator, and currently works as a business education teacher at Kalani High School. Together, we enjoy playing tennis, traveling, trying new restaurants and volunteering in the local community. One of my specific volunteer interests is as a long-time board member of the United States Tennis Association, Hawaii Pacific Inc., where I am actively involved as a member of the executive committee.
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Intergenerational Planning
- Special Needs Financial Considerations
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Sports Enthusiast
- Health & Nutrition
Office AddressSeven Waterfront Plaza Ste 413
500 Ala Moana Boulevard
Honolulu, HI 96813 opens in a new window
Phone NumberJosh Potterton at (808) 533-0087
|Mon||05:00AM - 04:00PM|
|Tue||05:00AM - 04:00PM|
|Wed||05:00AM - 04:00PM|
|Thu||05:00AM - 04:00PM|
|Fri||05:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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