Skip nav to main content.

Financial Management


Your Investment Sidekick | Take your finance goals from zero to hero.

Financial Management
  • Find the Perfect Advisor

    Our financial management advisor here at Pearl Hawaii is a finance professional with many years of experience. He knows how to guide you to get the most out of your assets, big or small. Want to save for a dream home? Plan for retirement? Start a nest egg for your child’s future? The possibilities are endless.
    • Set goals and manage wealth
    • Build your net worth
    • Keep your money safe

You work for money. Let’s make your money work for you.

Call 808-737-4328 (73-PHFCU) to set up a consult. Want to know more about our financial management advisors? Check them out on FINRA’s BrokerCheck.
*Pearl Hawaii Wealth Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2588889.1-0619-0721