About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Jodi Nozoe Chang, CFP
Managing Director - Investment OfficerPIM Portfolio Manager
Jodi give back to her local community and currently serves as a board member for the Honolulu Japanese Chamber of Commerce (HJCC) Council Leader of the U.S. - Japan Council, Advisory Board member of the Hawaii Tax Institute, and YWCA Leader Luncheon Chair in 2022. She serves as Nominating Committee Chair and Past President 2021 for The Pacific Club. Jodi is a second degree black belt in Judo and is a volunteer assistant instructor at the Honolulu Police Activities League. She enjoys spending her free time with her husband and her two daughters.
Jodi has been recognized as one of Forbes Best-In-State Wealth Advisors 2022, Forbes Top Women Wealth Advisors 2022, The Working Mother’s Top Wealth Advisor Moms 2022, and Platinum Council at Wells Fargo Advisors 2022.
The Forbes Best-In-State Wealth Advisors and Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
The Working Mother’s Top Wealth Advisor Moms rating algorithm based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Roberto S. Lau
Senior Registered Client AssociateWhy Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.