T: 808-447-0564 / M: 808-375-8477
Your Needs

Your Needs

What you need—no more, no less.

Hawaii investment clientsQuo Vadis is committed to your financial well-being—today and what lies ahead. We want to be your financial “go-to”; we’re here to listen, advise and coach—not sell. Because we’re independent we don’t have quotas or company contracts—so you’re never obligated and you’ll never see a sales pitch. You will get what you need—no more, no less.

Our clients receive individualized financial plans along with expert assistance to put their plans into action. To offer the utmost service, we’ve assembled a trusted team of professionals, making us a “one-stop” financial firm. We’re not only equipped to help with your immediate needs; Quo Vadis will ensure you’re planning for all the different seasons of life.

Investments:

  • Managed accounts
  • Individual brokerage accounts
  • Personalized portfolios (e.g., mutual funds, socially responsible and faith-based investment options)
  • Alternative investments

Insurance:

  • Life
  • Disability
  • Long-term Care
  • Property & Casualty advice and recommendations
  • Fixed/Variable Annuities
  • Medicare Benefits Broker

Team Member Certifications/Designations:

 

 

  • Accredited Investment Fiduciary (AIF®)
  • Chartered Life Underwriter (CLU®)
  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA®)
  • Chartered Financial Consultant (ChFC®)
    • Certified Public Accountant (CPA®)
  • Enrolled Agents (EA)
  • Estate Planning Attorneys
  • Realtors®
  • Mortgage Brokers
  • Property & Casualty Agents
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