About Us
Aloha!
Welcome to Wealth Managing Partners, Inc., where we bring the spirit and warmth of Hawaii to clients across the United States. For nearly 20 years, we’ve been helping athletes and their families navigate the unique financial challenges they encounter with a high-profile, demanding career.
As independent advisors, we are not your typical “Wall Street Broker”. We think that is what makes us great. We’re down-to-earth. Authentic. Genuine. We believe that we can’t work for you until we get to know you. And once you’re in the fold, we will treat you like family. That is the spirit of “Aloha”.
We know that not everyone has the time to leave the mainland to visit us in person. That’s why we make it easily to work with us wherever you are. Whether your next game is home or away, we’ll meet virtually whenever you need us. Our “expert-on-demand” model means that when you have a question, we will provide the answers.
Meet the Team
Nicolas Longpre, CFP®, CRPS®, SE-AWMA®
Founder & President, Wealth Advisor
Kana Aikawa Radin, CRPS
Financial Advisor, Associate Partner
Roland M. Ho, Jr.
Financial Advisor
Jennifer Chalaire
Compliance Director
Cheryl Juhasz
Operations Manager
Jodi Hirai
Office Manager
Check the background of investment professionals on FINRA’s BrokerCheck.
Make the Play
Schedule a no-obligation, virtual meeting with us today. You focus on the game, and let us focus on you.
Contact Us
Wealth Managing Partners, Inc.
1003 Bishop Street, Suite 1240
Honolulu, Hawaii 96813
866-387-8589
https://www.wm-partners.com/