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FIDUCIARY OATH

As a pure fiduciary Financial Advisor, I have sworn the Fiduciary Oath which holds these five principles:

  1. I will always put your best interests first

  2. I will avoid conflicts of interest

  3. I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional

  4. I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts

  5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts

 

SERVICES

OUR STORY

Our name, Kālā Capital, pays tribute to our roots and deep love for the Hawaiian Islands. Hawaii is our home base and keeps us grounded. It is a place to recharge our bodies and center our minds.

Kālā holds many different meanings. Although ancient Hawaiians did not have a form of actual currency, the word Kālā  is modernly acknowledged as meaning money. Alternatively, we embrace many of the multiple meanings of Kālā, but what it means most to us is that there are no limits and that everything is possible with planning, knowledge and dedication to your goals. 

Kālā Capital was founded with aspirations to remove the stuffy uptightness that is typically associated with financial planning and investing. We believe that when seeking help or meeting with a financial advisor, you should never feel like you're visiting a used car dealership or being sold on a product. We are entirely dedicated to the art of advising, guiding, and coaching clients to reach their goals. We work with each client to develop customized solutions and always talk to you in a language that's easy to understand. It's our true belief that every individual should have the chance to be successful, and with the proper tools and the right coach, this can become a reality. The Kālā Capital team aims to boost self confidence throughout every client's individual financial journey.

KĀLĀ IS HERE FOR YOU

 

Need more details? Contact us

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