Financial & Insurance Services

Estate Planning Group
Business Contact : Shirley A. Yoshimoto
Title: Paralegal to Michelle M. M. Ogata, Principal Attorney
Business Genre/Categories:
Business Description:

Our Promise is Your Peace of Mind. A simple statement and the basis of Estate Planning Group. Whether you are in the need for Estate Planning, Probate Administration, Trust Administration, Medicaid Planning, Asset Protection, or assistance with a Conservatorship or Guardianship Proceeding, we deliver on this promise by utilizing our years of experience, vast knowledge, steadfast integrity, compassion, and open communication to foster our clients’ “peace of mind.”

MICHELLE M. M. OGATA, Principal Attorney

Michelle believes that every estate plan should fit the client, and she works closely with her clients in learning about their goals, health, family dynamics, and other important factors. From there, Michelle counsels and provides recommendations for her clients using various types of trusts and other estate planning tools that will meet their goals. As a proud mother and wife, Michelle brings compassion to her work with an understanding of family values and the importance of caring for loved ones.

Michelle earned her Juris Doctor from the William S. Richardson School of Law. She served on the Board of Directors for the Arthritis Foundation Hawaii, received the Five Star Wealth Manager Award in the Honolulu Magazine and Hawaii Business Magazine, and co-authored “Top 10 Estate Planning Techniques” (National Business Institute, 2010).

SHIRLEY A. YOSHIMOTO, Planning Consultant & Paralegal

Shirley is passionate about her work in helping families preserve their relationships and values, as well as their assets, through estate planning. The sensitive issues that are addressed in estate planning are very personal, and Shirley believes that clients should be met with care and compassion.

Shirley attended Hawaii Pacific University, where she graduated with a Bachelor of Arts degree in Advertising, and earned her Associate of Science degree through the Paralegal Program at Kapiolani Community College. She was mentored by Michelle Ogata and has worked under her direction for over 10 years. In her spare time, Shirley enjoys spending time with her partner, Traci, and their Pomeranian, Kibo, swimming, traveling, and going on adventures together.

Business Website: www.epghawaii.com
Business Phone Number: 808.942.8778
Business Contact Email: shirley@epghawaii.com
Business Address: 1585 Kapiolani Blvd., Suite 1111, Honolulu, HI
ZIP Code: 96814
Laura A Young, Financial Advisor at Edward Jones
Business Contact : Laura A. Young
Title: Financial Advisor
Business Description:

I am one of those fortunate people who truly love their job. I am excited to come to work every day because I know I have the ability to make a huge impact on the lives of the clients I serve. Over the years as a single parent, I learned so much about saving, investing, budgeting and planning. My knowledge and personal success in these areas caused friends and colleagues to reach out to me with questions about my approach. Even though I was in a different profession at the time, whenever a friend asked, I helped, and they all encouraged me to work with people on their financial goals full time. When I learned about Edward Jones and the firm’s approach to working with clients, I knew it was the right place for me.

As a financial advisor at Edward Jones, I bring my life experience and my passion for helping others to everything I do. I use a thorough planning process to help my clients build personalized strategies to achieve their financial goals. I pride myself in being a trusted financial resource available to individuals, businesses and families with any level of investment experience. My mission is for my clients to feel valued, understood and confident that I have their best interests at heart.

Focus Areas
College Savings
Insurance & Annuities
Retirement Income Strategies
Retirement Savings Strategies
Intergenerational Planning
LGBT Finances

Business Phone Number: 808-262-1350
Business Contact Email: laura.a.young@edwardjones.com
Business Address: 354 Uluniu Street, Suite 302, Kailua, HI
ZIP Code: 96734
New York Life
Business Contact : Rylan Uchima
Title: Agent
Business Genre/Categories:
Business Description:

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Business Phone Number: 808-529-6339
Business Contact Email: ruchima@ft.newyorklife.com
Business Address: 841 Bishop St Suite 1900, Honolulu, HI 96813
ZIP Code: 96813
Northwestern Mutual
Business Contact : Paul Adrians
Title: Financial Representative
Business Description:

My mission at Northwestern Mutual is to help my clients identify and achieve their financial goals in a safe and welcoming space. As a gay man I never sought out a financial adviser earlier in life mainly because I was intimidated working on such an intimate topic with a potential non-ally to our community. I wish I would have known earlier about the options available to help us achieve our goals more strategically and efficiently.

Some companies only focus on insurance. Others just on investment strategies. With Northwestern Mutual, you’ll partner with me and look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.

I take a holistic planning approach to cultivate my client relationships and become their trusted adviser. I will help my clients become financially secure by matching their needs with innovative solutions using world-class insurance services and internationally recognized investment products. Northwestern Mutual also has a perfect score on the HRC Corporate Equality Index. There are many areas where we have similarities to those outside of the LGBT community, but some unique differences that should be accounted for as well. I can help you see any financial blind spots and show you ways to make sure they are accounted for in a judgment-free, pressure-free environment.

Although I’m based in Honolulu for in person meetings, I work with clients across the country virtually as well. Please reach out to set up an appointment. I look forward to working with you!

Business Phone Number: 808-566-5327
Business Contact Email: paul.adrians@nm.com
Business Address: 737 Bishop Street, Suite 1700
Honolulu, HI
ZIP Code: 96813
Prudential logo
Business Contact : Melissa Rizzo
Title: Financial Professional
Business Genre/Categories:
Business Description:

Assisting individuals and small businesses with the full financial spectrum–from protecting family and assets to creating wealth and lifetime income.

My Focus Areas are: Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business.

I speak English but I am also experienced in working with translators for other languages.

“I LISTEN to what you want for your future. Then TOGETHER we create a plan to help you get there.”

Business Phone Number: 808-535-4439
Business Contact Email: melissa.rizzo@prudential.com
Business Address: 1100 Alakea Street, 28th Floor
Honolulu, HI
ZIP Code: 96826
Taylor Elite Enterprises LLC
Business Contact : Tiehesha Taylor
Title: Owner/Accountant
Business Description:

Taylor Elite Enterprises LLC provides unparalleled personalized accounting services to a broad range of clients across the US. As your trusted accounting firm, we are here to ensure that all your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor, tax planner, and guide down your path to success.

I am Tiehesha Taylor, owner and operator of Taylor Elite Enterprises LLC. Born and raised in Delaware, I moved with my family to the Island of Hawai’i where I received my Accounting degree from the University of Hawai’i. I formed Taylor Elite Enterprises LLC to aid individuals, small business owners, and entrepreneurs.

At a young age, I witnessed how misinformation can send our children straight from high school and into debt. Without the proper guidance, students have no idea what it takes to build credit, become financially stable or how to develop residual income. I intend to stop this downward cycle by teaching the fundamentals of finance management to all who are interested.

I am a member of the National Society for Leadership and Success as well as a member of the Hawaii Rainbow Chamber of Commerce. When I am not studying to complete my degree in Finance, I volunteer at the Veterans Center and provide consultations for those seeking financial freedom and those beginning their entrepreneurial journey.

Business Website: www.taylorelite.net
Business Phone Number: 808-796-0353
Business Contact Email: taylorenterprises@taylorelite.net
Business Address: PO Box 530, Papaikou, HI
ZIP Code: 96781
Travis Knott, Commonwealth Capital
Business Contact : Travis Knott
Title: Managing Director
Business Description:

Is your company in need of substantial amounts of seed, development or expansion capital? Are you having difficulty raising $1,000,000 to $25,000,000 from financial institutions or private placements?

We have been capitalizing start-up and early stage companies—exclusively since 1998. However, unlike other venture capital funds or investment banks, we do not utilize outside investor capital which places our fiduciary duty solely with you; the entrepreneur.

As your venture capital partner, we position your company to obtain the optimal amount of capital while ensuring that your founders maintain the vast majority of equity-ownership interest and voting control throughout its life cycle. As our main focus, we apply proven corporate engineering practices designed to minimize risk and create value for investors. Collaboratively, we create hybrid securities through proper corporate engineering that enable you to present your securities to us, as well as others, for investment.

Simply stated, we bring Wall Street to Main Street.

As former Wall Street Investment Bankers and experts in compliance matters related to selling securities, as well as innovators of crowdsourced incubation using critical corporate and social engineering standards, we are intimately familiar with the criteria employed by Wall Street and Corporate America looking to fund “quality deal flow.” Our venture capital model is designed to prepare your company to become the quality deal flow they will fund in its early stages. Eventually, your company can effectively engage Wall Street for an IPO or Corporate America for a strategic sale, as your exit strategy, but only if and when you’re ready.

Please contact me for an exclusive invitation.

Business Website: www.commonwealthcapital.co
Business Phone Number: 808- 561-2478
ZIP Code: 96813