Go Back Up

The Repivot

Are You An
Aloha Financial Advisor®?

An Aloha Financial Advisor® is an entrepreneurial advisor from across the globe and across disciplines who embodies vision, mission, & values, regardless of firm or affiliation. They are defined not by the products they sell or the firm they represent but by who they are and how they serve.

Aloha Financial Advisors® represent the gold standard in client-advisor relationships. They reflect the highest definition of what it means to be an Aloha Financial Advisor®.
Aloha Financial Advisors share these 5 characteristics:
  • A vision of a better world
  • Mission-driven execution
  • Core values & principled action
  • Abundance mindset
  • Client-centric 
Aloha-hero-image

Living Aloha is Not a Slogan. It's a Standard.

Do You Live Aloha?

  • Do you approach your clients with aloha – with an attitude of service, understanding, appreciation, and love?
  • Do you begin each day with mahalo or gratitude for all that you have?
  • Is it imperative for you to understand your clients’ goals and desires before even considering an appropriate plan for them?

This approach isn’t louder than the industry. It’s quieter. More intentional. And far more sustainable.

 

This Is Not for Everyone

The Entrepreneur Reset

If you want energy, hype, and product-first recruiting, keep looking. If you want a model that works, keep reading.

Aloha Financial Advisors®:
  • Want fewer, better clients
  • Prefer clarity over hype
  • Want purpose with income
  • Desire alignment over exhaustion
  • Serve a real community
  • Build, not merely survive

Are You a Visionary?

  • Does your internal drive come from a vision of a better world for the communities you serve or wish to serve being better served because of you? 
  • Does your vision rooted in missions behind it need a little support to make that vision a reality to change the world for the unserved, poorly served, and underserved?
  • Do you progress toward innovation with tenacity and resilience?

Most Advisors Are Not Failing.
They're Misaligned.

The industry measures success by activity.
We measure it by alignment.

When your vision, values, income needs, and daily actions don’t line up, frustration is inevitable, no matter how hard you work.

At Aloha Financial Advisors®, we start by clarifying the alignment first.

 

Where Do You Start?

Clarity comes before growth. And clarity starts with understanding what your business actually needs to support the life you want.

That’s why we created a working session for advisors ready to get honest and intentional about their future.

Explore Our In-Person Workshop: Meeting Your Expectations

Our Core Values

Five Hawaiian words that pay homage to the heritage of TPBC’s history and inform who we are.

Mahalo

Gratitude.

Aloha

Love and care.

Ohana

Family.

Pono

Integrity and righteousness.

Imua

Move forward with purpose.

Meet Our Leadership Team

Stephen Kagawa

Stephen Kagawa, LUTCF, FSS

Founder & CEO

Ryan Pinney, LACP

Ryan Pinney, LACP

Chief Operations Officer

Stephanie Nagami

Stephanie Nagami

Chief Distribution Officer

Joshua Herrington

Joshua Herrington

Director of Distribution