ABOUT US Our Story
Friends going surfing on their holiday Smiling young man going on water surfing with a friend. Two young guys going surfing on their holiday.

Growing up in San Diego, I was drawn to the ocean, spending countless hours surfing, diving, and lifeguarding. Through this lifestyle, I was able to meet people from all over Hawaii who became friends and frequently visited them to experience the magic of the islands. The Aloha lifestyle, with its emphasis on community, connection, and living with purpose, was something my soul just couldn’t escape from.

After college, I took a chance on a County of Kauai ocean lifeguard position and flew over to apply and tryout. I landed it. I loved every minute of being on the island and am so thankful for the opportunity to have been a part of the community. While I loved helping others and being a public servant, in all honesty, there was just this entrepreneurial itch that I couldn’t scratch while working on the beach and in the water.

So I returned home
to San Diego
When I came home, I started working at my family's wealth management office where I obtained my securities licenses to better serve clients and their families. But I quickly realized that there was a gap between the traditional financial services firm and what really matters most to clients: their families, their relationships, and their philanthropic goals.

I was destined to create a different kind of financial firm, one that married the principles of the Aloha lifestyle with intelligent and thoughtfully designed financial strategies. I wanted clients to feel like they just stepped off the plane in the middle of the Pacific and are graced with the fresh breeze of blooming plumeria and salty ocean trade winds that sweep across their face. And so, Aloha Wealth Partners was born.
Friends going for a surf Photo of couple of friends who still enjoy surfing and seaside lifestyle in their senior years
Financial Strategies Aloha Wealth Partners
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Our firm is rooted in harmonizing your financial goals with your personal values. We collaborate with other best-in-class professional advisors and work with high-net-worth individuals and business owners like you to create customized strategies that align with your unique lifestyle and priorities. Whether you’re passionate about travel or your charity, spending time with family and friends, or pursuing your hobbies, we’ll help you get better clarity of your financial life while staying true to what matters most.