It has been an honor and privilege to serve as a financial advisor to the Honolulu community for the past 17 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.
Together with my Branch Office Administrator, Bobby Cooksey, we follow a 5 Step Process, which starts by understanding what is most important to you and your loved ones. We truly have a passion for helping our clients, and enjoy partnering with them in order to help organize, grow and protect their assets. Throughout our relationship with our clients, we continue to communicate, monitor and make adjustments as needed in order to ensure that their personalized goals stay on track. Our process allows us to have a heightened attention to detail and a genuine interest in your well-being, and we are only a phone call away if you need anything. We also welcome the opportunity to collaborate with your attorney, your accountant and other trusted professionals in order to personalize and craft your specific strategies.
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 traveling, trying new restaurants, playing tennis and volunteering in the local community. Previous volunteer interests include serving as a long-time board member of the United States Tennis Association, Hawaii Pacific Inc., as well as a big brother for Big Brothers Big Sisters Hawaii.
To learn more about how my team and I can help you organize, grow and protect your financial life, please contact our office today. We look forward to meeting you.
- 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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