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Jeffrey Kao, Mba, Lutcf, Cltc is listed as Partner at HIPac Financial, LLC at HIPac Financial, LLC, based in Hawaii, United States. AeroLeads shows a matched LinkedIn profile for Jeffrey Kao, Mba, Lutcf, Cltc.
Jeffrey Kao, Mba, Lutcf, Cltc previously worked as Principal at Hipac Financial, Llc and Agent at New York Life. Jeffrey Kao, Mba, Lutcf, Cltc holds Mba, International Business/Finance from University Of Hawai‘I - Shidler College Of Business.
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HIPac Financial offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.841 Bishop St. #1900 Honolulu, HI 96813. 808-529-6316Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.My California Insurance license number is 0G77429.Neither HIPac Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.HIPac Financial is not owned or operated by New York Life Insurance Company or its affiliates.
Listed skills include Retirement Planning, Investments, Finance, Retirement, and 14 others.
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Honolulu, Hawaii, United States
Our team at HIPac Financial is committed to helping you achieve financial freedom through sound advice, reliable products, and prudent, time-tested strategies. We understand the needs of the local community and promise to provide you with unbiased advice, unparalleled service, and most importantly, be there for you when you need us the most.
Hawaiian Islands
I work closely with my clients to help them acheive their goals of financial success and stability through prudent investments and well diversified retirement strategies.
1430 Kona St. Suite 102 Honolulu, Hi 96814
Voted Best Ice Cream Shop in HONOLULU Magazine's '2017 Best of Honolulu issue', Sweet Creams is the first and original ice cream roll shop in Hawaii. Our goal at Sweet Creams is to provide the people of Hawaii and those visiting our islands, a fun and unique way to enjoy ice cream with a local touch. Our ice cream rolls are made with our unique homemade sweet cream base, and we partner with numerous local farmers and small businesses to ensure only the freshest fruits and ingredients go into our delicious ice cream rolls. In October of 2018, Sweet Creams was awarder the Retail Merchants of Hawaii 2018 Ho'okela Award for Best New Retail of the Year.
Activities and Societies: Summer 2006 Asian Field Studies participant in Tokyo, Shanghai, Kuala Lumpur, Hanoi
Activities and Societies: Pi Sigma Epsilon
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Jeffrey Kao, Mba, Lutcf, Cltc works for HIPac Financial, LLC.
Jeffrey Kao, Mba, Lutcf, Cltc is listed as Partner at HIPac Financial, LLC at HIPac Financial, LLC.
Jeffrey Kao, Mba, Lutcf, Cltc is based in Hawaii, United States while working with HIPac Financial, LLC.
Jeffrey Kao, Mba, Lutcf, Cltc has worked for Hipac Financial, Llc, New York Life, Sweet Creams, and American Savings Bank.
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Jeffrey Kao, Mba, Lutcf, Cltc holds Mba, International Business/Finance from University Of Hawai‘I - Shidler College Of Business.
Jeffrey Kao, Mba, Lutcf, Cltc is listed with skills including Retirement Planning, Investments, Finance, Retirement, Strategic Financial Planning, Financial Analysis, Customer Service, and Marketing.
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