Pamela Mah, MBA, ChFC®, CLU®, MRFC, AIF®, SCPM, AEP®, CEPA

Financial Advisor

Welcome to the first step in your financial journey. I’m excited to get to know you and utilize over 15 years of personal experience to add value to your personal or business finances. As a prior instructor at the Shidler College of Business in Hawaii I believe that education and a relationship of trust is the keystone to working collectively to providing you with the confidence in your financial strategy, dreaming and reaching your goals. My team and I provide individualized tactical plans for each client which include:
  • Diversified Investment Portfolio Management
  • Tax Analysis & Planning
  • Risk Management
  • Estate Planning
  • Income and Expense Management
  • Business Planning
I work with business owners, individuals, and non-profit organizations to implement a tailored approach to helping clients achieve their live goals while feeling confident in their decision-making!
  • Investment Advisor
  • Multiple State Securities Registrations
  • Multiple Investment Advisory State Registrations
  • Health & Life Insurance Licensed Producer
  • Securities Registrations Series 7, 66, & 24
  • B.A & M.B.A University of Hawaii Manoa
  • SCPM – Stanford Certified Project Manager
  • Chartered Financial Consultant – ChFC® The American College
  • Chartered Life Underwriter – CLU ® The American College
  • Accredited Investment Fiduciary – AIF®
  • Masters Registered Financial Consultant – MRFC
  • Accredited Estate Planner – AEP® The American College
Phone 808-892-2970
Fax 808-587-8307