Our Story
Building Financial Security for Hawaii Families
Since 2016, we have been helping Hawaii families protect what matters most and build lasting wealth across generations.
Since 2016
Hawaii-licensed producer
Independent
Allianz, F&G, AuguStar, Ethos, Foresters & more
EN / VI
Consultations available in
#18171750
HI producer license
Our Mission
Empowering Every Hawaii Family to Achieve Financial Freedom
We believe every family deserves access to the same quality financial guidance that was once reserved for the wealthy. Our mission is to democratize financial planning and make it accessible, understandable, and actionable for everyone.
- Personalized strategies, not cookie-cutter solutions
- Education-first approach to financial planning
- Long-term relationships, not one-time transactions
- Local expertise with national resources
“We do not just manage money. We help families build the future they dream of, right here in the islands we all call home.”
Wealth Pro HI
Meet your agent
Hi, I’m Sony.
I came to the U.S. from Vietnam in 2004, so I know what it is like to make big money decisions in a second language. That is why every conversation here can happen in English or Tiếng Việt.
I have been a Hawaii-licensed insurance producer since 2016 (license #18171750), appointed with Allianz Life, F&G, AuguStar, Ethos, Foresters and other carriers.
“Wealth is not something you chase. It is something you become.”
Our Values
What We Stand For
Family First
We treat every client like ohana. Your financial security is personal to us.
Trust & Transparency
No hidden fees, no pressure tactics. Just honest guidance you can count on.
Results Driven
We measure success by your outcomes, not our commissions.
Community Focused
Proudly serving Hawaii since 2016. This is our home too.
Ready to Join Our Ohana?
Whether you are looking for financial guidance or a rewarding career, we would love to meet you.