A once lifeguard in California and Hawaii, a surfer, family man and world traveler, Skyler considers himself blessed to enjoy a life that has taken him to places that he only dreamed of when he was a young boy. After returning from Kauai as a lifeguard/EMT over 10 years ago, Skyler began his career at his family’s wealth management firm in San Diego working with clients on investment advice and financial planning.
Becoming more interested in servicing clients needing tax reduction and deferral strategies, Skyler transitioned into advising high net worth individuals, families and business owners on alternative solutions for their financial challenges including charities, business sales and 1031 exchanges.
Skyler is a Certified Exit Planning Advisor (CEPA®), an Accredited Investment Fiduciary (AIF®), a Chartered Retirement Plans Specialist (CRPS®) and is a Certified Founder’s Group Associate (CFGA). He founded manages Aloha Wealth Partners, a private investment firm in San Diego. Skyler holds a series 7 and 66, is a licensed California Real Estate Agent and is California insurance licensed.
In his spare time, Skyler enjoys surfing, Brazilian jiu jitsu, spearfishing, traveling and food/wine pairing. He is actively studying to become a Certified Sommelier through the Court of Master Sommeliers.
Justin joined Aloha Wealth Partners as an annuity specialist in 2021 and has since received his series 7 and 63 securities licenses with the goal of working closely with clients looking to amass wealth through high quality real estate and private equity investments. Justin also holds a California insurance license.
Born and raised in Long Beach, California, Derek grew up on the streets and the shores of Southern California surfing, skating, and playing highly competitive soccer. Derek’s athletic successes brought him to the United States Naval Academy where he studied Quantitative Economics and played soccer for the Midshipmen, earning numerous accolades along the way. He graduated & commissioned in 2016 and has since been inducted into the Naval Academy Athletics Hall of Fame.
Derek spent the next four years serving in the United States Navy as a Surface Warfare Officer in San Diego, a city that remains deeply cherished by him and his family. He led hundreds of Sailors and managed multiple shipboard readiness programs and the maintenance of highly integrated warfighting equipment. He went on to study for his Financial Management MBA at the Naval Postgraduate School in 2021.
Since making his exit from the Service in 2022, Derek has attained his Series 7, 24, 63 & 66 securities licenses while working as a Principal and Registered Representative for Emerson Equity LLC. He currently resides in Orange County with his wife, Valerie, and their son (with another boy due in March 2024).