My Background
For over 35 years, Dave has provided sound financial advice, guidance and value-added service. Through a long-term, consultative investment approach, he helps clients develop and implement strategies for building and preserving wealth and achieving their goals.
Dave holds a Bachelor of Science degree from the University of Hawaii at Manoa and has also earned the Chartered Retirement Planning CounselorSM, or CRPC®, certification, by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. With Ho’ohana Wealth Management, his team has the experience and training to service all of their clients retirement planning needs. Their greatest satisfaction has come with working with multi-generational families and friends.
Previous leadership roles in the community include Boy Scouts of America, Catholic School Board of Education and the Church of Jesus Christ of Latter Day Saints. Dave and his wife Lisa, live in Manoa, love to travel, watch sports and spend time with their 5 grandchildren.