Investment Planning

Based on your investment objectives, we can help review your financial position and create a plan to work toward reaching your goals

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Start Planning Today

  • Gain a perspective of the economic and market environment before you invest

  • Explore the concepts of asset allocation and diversification and learn more about the different types of risk

  • Choose investments, including mutual funds, stocks, ETFs (Exchange-Traded Funds), bonds, annuities, that fit your investment objectives and risk preference

Getting Started

  • In preparing to meet with one of our Financial Advisors, please have the following information:

    • Information on your current financial situation

    • Your risk preference

    • Your desire for asset allocation and diversification

Take the Path to Financial Success

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Get Started

Free financial education courses, available on desktop and mobile

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Financial Checkup

Take our real-time assessment to see where you're at

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Calculators

Use our helpful tools to prepare for your next milestone

Let's Talk

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Natalia Peters, CFP®

Island: Oahu
Phone: (808) 541-8423
Start Planning

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Doug Brown, CFP®

Island: Oahu
Phone: (808) 952-7035
Start Planning

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Riki-Ann Chow

Islands: Oahu
Phone: (808) 527-4350
Start Planning

All Financial Advisors >

Common Questions:

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Investing in Your Financial Future

Investment planning is often one of the most stressful parts of planning for your financial future. You might be worried about potential market volati...

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10 FAQs About Our Current Economy

The COVID-19 pandemic has made many unforeseen impacts on the United States economy, from nationwide unemployment to the affects it has had on trave...

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Armor Up Against Identity Fraud

Fraudsters these days are more conniving and persuasive than ever before. But, you can keep your identity and your finances secure all year round by s...

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Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Advisory services are only offered by Investment Adviser Representatives. Registered address and phone number: American Savings Investment Services, 300 North Beretania Street Honolulu, HI 96817. (808) 735-1717.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
 

Click to view Cetera Investment Services Privacy Policy and other Important Information.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

 
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