Jason Loke

Jason Loke

Private Wealth Manager - Honolulu

Jason had been a client for over 12 years with Jeff as his planner before having the exciting opportunity to work in the advisory role.  Originally born and raised in Hawaii, Jason left for San Diego to pursue a degree in finance and stayed in California for 9 years before returning home.

 

Jason comes to us as an accomplished artist in several disciplines.  As a young man he studied classical piano for several decades, practiced apnea freediving for over a decade, and is also active in martial arts studying several disciplines.

The passion he has for these arts are applied to the art of financial planning.  He feels that every client needs an education on how money and taxes work and to be shown what options are available to them since this knowledge simply isn't taught in schools.  He believes that every client should leave the office not only with knowledge and understanding of their money, taxes, and goals but also with a clear plan to help them get there.