Edward Jones

Chad M. Nakamura, CFP®, ChFC®, AAMS®
Financial Advisor

Experience and Background

My mission is to provide clarity on where you stand regarding your financial dreams. I have always loved working with numbers and have always enjoyed teaching. As a financial advisor, I get to do both.

I use a comprehensive approach, partnering with your tax and legal professionals to provide tax-smart retirement strategies.

I focus on serving those who are currently retired or who are within five years of retirement. One reason I serve this demographic is to educate my clients on their options and to partner together for the rest of their lives. Together, we will organize, protect, grow and eventually transfer assets to beneficiaries.

Have you asked yourself any of these questions?
1) Do I have enough money to retire?
2) Will my money last throughout retirement?
3) How should my investments change after I retire?
4) How can I be tax-efficient with my investments?
5) When should I start taking social security benefits?
6) What does estate planning entail?

The answers to these questions are different for each individual. My branch office administrator, Bili Hofheimer, and I look forward to helping answer these questions as it pertains to your unique situation.

A little about me:
I attended the University of Northern Colorado and graduated in 2008 with a bachelor's degree in business administration, with an emphasis in finance. While in Colorado, I met a Big Island girl who is now my wife. We have two daughters and are welcoming a third daughter in early 2021.

I currently hold the CFP®, ChFC®, and AAMS® designations. As a CFP® professional, I act in the best interests of my clients when providing financial guidance.

Whether you're considering partnering with a financial advisor for the first time or are seeking a second opinion regarding your finances, please contact us for a one hour complimentary evaluation.