Ohana means family in Hawaiian and that is the treatment we offer our clients and team members alike.

Our clients love us and rave about us!

We are a financial services firm that provides customized financial planning for our clients and have launched a value-chain breaking concept that will change the way financial planning is done. We are looking for exceptional CFP® candidates who are looking for their next move to be one of excitement, with a feeling of freedom and a sense of making a difference in the lives of others. If you want to be a part of that future, a go-getter, entrepreneurial skill-set is a clear advantage.

All our planners have attained the prestigious CFP® designation.

What We Look For


  • Minimum three (3) years experience.

  • Competency in the seven (7) areas of financial planning.

  • Experience preparing and implementing Financial Plans, Quarterly Reviews and Annual Updates.

  • Great people skills — including the ability to work in a diverse environment.

  • Capacity or potential to supervise individuals and financial planning activities of others (as we are on a very expansive path).

  • Emotional maturity, self confidence, accountability and humility (no room for big ego jerks).

  • Bachelors degree or masters degree.

  • Integrity (a clean U4 is an absolutely must), competence and creativity.

  • Understanding of global economics and politics.

  • Ability to work in a flexible and entrepreneurial environment.

What We Offer

  • Flexible and enjoyable work environment.

  • Transition that feels like a promotion rather than commotion.

  • Money and Benefits? Sure! They are very good too!


Complete the form below or contact MICHAEL B. HANSEN today at 925-930-3971 or

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