Ohana Wealth Mangement

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantMonterey, California

Contact

Address
288 Pearl Street Suite 101, Monterey, California, 93940
Phone
(831) 216-5519
Website
ohanawealthmanagement.net/
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

"Ohana" is the Hawaiian word for Family. It includes your family, friends, neighbors, and community. And it is the foundation of our business. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our Ohana.