Our Founder

Steven Nakao, AIF®, PPC™

Steven Nakao AIF® PPC® of Aloha Wealthcare Management brings experience and skills very different than the typical financial services ‘broker’ or ‘sales person.’

  • Retirement and Investment expertise built over a 30 year career
  • Pioneer in bringing retirement plans to the islands
  • Roles with leading firms such as LPL, Raymond James, TD Ameritrade and Mutual of New York
  • Extensive technical knowledge of retirement plans developed through founding and managing a highly successful Third Party Administration firm
  • Deep expertise in helping individuals develop successful financial plans
  • Accredited Investment Fiduciary® (AIF®)
  • Professional Plan Consultant ® (PPC®)