Josh Potterton, Financial Advisor

FINANCIAL ADVISOR
Josh Potterton

AAMS™
500 Ala Moana Blvd Ste 3a, Honolulu, HI 96813opens in a new window
Client by Referral
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Divorce Finances

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Health & Nutrition
  • Coaching Sports
  • Tennis

Team Members

  • Bobby Cooksey
    Sr. Branch Office Administrator
  • Jessica Pak
    Branch Office Administrator
  • Joshua Jaralba
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(808) 533-0087

Fax

(888) 255-1940

Office Address

500 Ala Moana Blvd Ste 3a
Honolulu, HI 96813opens in a new window

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