Teams at Sagient

Build and maintain client relationships, provide holistic financial advice across investments, insurance, and planning, prepare and verify financial plans, and offer fee-based wealth management services.

Advise clients on financial goals and deliver personalized investment, insurance, and wealth management solutions. Prepare and verify financial plans and cultivate long-term client relationships.

Advise clients in Honolulu on holistic financial planning, investment management, insurance, and wealth management. Build long-term relationships, prepare and verify financial plans, and offer firm products while leveraging in-house resources, CRM tools, and mentorship to grow a personal practice.