Advisors
Text Box: Hawaii Financial Management is an independent firm with the ability to monitor the economic environment and select the best products from a variety of companies to suit our clients needs. We offer objective financial advice with the intention of helping our clients achieve their unique investment goals. Call now to speak to one of our investment or insurance specialists. Text Box: Todd William Carle, Managing Director / Founder Todd has founded and owned Hawaii Financial Management for the past 12 years. Established in 1996, Hawaii Financial Management now has over 300 clients who have invested in insurance and or financial products. Prior to this, Todd was employed by First Hawaiian Bank as an Investment Specialist, where he achieved top producer for four of the four and a half he was employed by the bank. Todd is currently registered through Saxony Securities, Inc. and is FINRA Series 6 licensed to provide investment services for clients in Hawaii, California, Oklahoma, Oregon, and Washington. For the past 20 years, Todd has had a variety of responsibilities in the financial industry. Todd has been a resident of Hawaii since 1982, he’s married, and has two children. Additionally, Todd helps fund several charitable organizations, and is also very active with Eco-Friendly organizations. Currently, he is developing Hawaii’s first 75 acre private Eco-Park on Oahu. Education: University of Hawaii at Manoa, Hawaii 1988 BS Business Administration (Major: Marketing; Minor: Economics) Deans List 1987-88 University of London Business College, England 1987 (Foreign Exchange Scholarship) Majored in Business Administration Text Box: Securities offered through Saxony Securities Inc. member FINRA/SIPC, www.finra.org Hawaii Financial Management and Saxony Securities Inc. are separate and unrelated companies. www.saxonysecuriteis.com Text Box: Loren Jenkins, Associate / Web Developer Loren is a University of Hawaii MBA graduate, and has been with Hawaii Financial Management since 2007. He formerly served as Peace Corps Volunteer in Cameroon from 2003—2005, where he functioned as a consultant to a Micro Finance Institution. Loren has also worked in Shanghai China as a Financial Research Analyst for a Venture Capital Consulting firm. Loren speaks French and some Mandarin Chinese. Loren also writes a blog titled The Insurance Line. Which was created to help inform web users about the basics of various insurance products. Text Box: Tyler Hunt, Associate Text Box: Nelson Bannister, Associate Text Box: Hawaii Financial Management

951-1111

Your Hawaii based internet insurance and financial planning specialists

Call Now for a Free Quote

We Shop, You Save!