About Me

LP Financial began in January 2020 with a heart-felt desire to realign the Financial Advisor-client experience away from a product-centric approach to one focused on achieving our client’s financial goals.

Have You Ever Said:

I have a really good job, get paid really well but I don’t feel like I have anything to show for it.

I have this retirement account at work but I’m not sure what to do with it.

I have some money saved up in a savings account and I’m not sure what to do with it.

I was recently paid a large settlement, I don’t know what to do with it.

My spouse of 25-years passed away unexpectedly and I’m not sure what comes next, financially.

^{Who We Help}
We help families and individuals navigate the complex world of finance.

Families with children who are +/- 5-years from purchasing their first home.
Working professionals who have great careers, fantastic benefits but aren’t exactly sure how to maximize those to achieve their financial goals.
Military either Active Duty, Reserve, National Guard or veterans. As someone who is currently serving my country and community in the Hawaii Army National Guard, I understand many of the benefits of serving in uniform.
Small Business Owners have unique challenges and opportunities to achieve their financial goals. Our multi-discipline team of professionals, often come up with impressive solutions for our Small Business Owner clients.

How We Help Our Clients

Meet the Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.