Teams at Sagient

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.

Serve high-net-worth clients by delivering holistic financial planning, investment and risk-management solutions. Build and maintain long-term relationships, prepare and verify financial plans, and offer products including fee-based planning, asset management, and insurance.

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.