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Team

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

 

Bill McRoberts

CDFA, CFP, EA, ChFC, CLU

(808) 261-5556

(808) 261-0558

[email protected]

I have been a member of the Hawaii Estate Planning Council for many years and was one of three “founding fathers” of the Hawaii Society for Certified Financial Planners. I have been active in the local financial circles for over 30 years.
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