John H. Whalen, CLU, ChFC
Managing Partner
Graduate - Immaculate Heart Central, Watertown, NY
Graduate - Clarkson University, Potsdam, NY, B.S. Accounting
30 years in the Financial Services Industry
Chartered Life Underwriter, American College
Chartered Financial Consultant, American College
Certificate in Retirement Planning, Wharton
Member - Wealth Strategies Group
Member - AXA's Hall of Fame
Member - Waialae Country Club, Honolulu, HI
Awardee - AXA's Excalibur Award
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
California Life Insurance # OE61134
Richard D. Pecson
Managing Partner
“Richard Pecson has been involved in the financial services industry since 1988, providing the finest service and advice to his clients. As an experienced professional, Richard demonstrates a seasoned understanding in meeting the needs of his high net-worth individuals, successful professionals, business owners and retirees. His focus is on retirement and estate planning of medical doctors.”
Darin K. Inouye
Financial Advisor
Darin K. Inouye has been a financial advisor since 1993. He has been working with individuals and businesses in the area for more than 20 years. He was previously the divisional vice president of a leading financial institution. He is also a director and former president of the National Association of Insurance and Financial Advisors (NAIFA) of Honolulu. Darin enjoys spending time with his family and loves to play basketball and golf in his free time.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future.
We’re looking forward to using our experience, attention to detail, and personalized service to help you pursue your financial goals.
Alan D. Tran
Financial Advisor
I started out in the healthcare field in 1986 and remained for 14 years, until my 13th year into it, then realized my interests had changed. My last year (2000) in the healthcare industry made me realize that at some point I will reach a retirement stage, and after looking at what I’ve done thus far in preparing for my retirement, I was not adequately planned for it. That prompted me to decide that I should change my career path to the financial planning field, for 2 reasons: One, I will be in a better position to plan for my own retirement. Two, there are many others out there with similar situation like I was – not adequately prepare for their retirement, and therefore, I can also provide help to those that are in need.
2018 is my 18th year serving as a financial advisor, and looking back at this second half of my career, it is very rewarding. I was able to help many people from the start of planning to accomplishing their financial goals and now seeing them enjoying their time in their golden years, that is priceless. Moreover, I have had the great privileges to get to know so many more wonderful people that led to long lasting friendships.
Looking back at my lifelong experiences, and from my own, I realize that we will not able to achieve our goals without proper planning. The old adage says “if we fail to plan, we are automatically plan to fail”. If you are not sure whether you have a plan in place or your plan is adequate or not…then please feel free to contact my office to schedule a complimentary consultation, and I am confident that you will be glad you did.
On behalf of my financial advisors team, the Wealth Strategies Group, LLC, I wish you the very best, and Aloha.
Alan D Tran
Kelly M. Whalen
Office Manager for John Whalen
Graduate - Moanalua High School, Honolulu, HI
Graduate - University of Hawaii, Honolulu, HI, B.S. Finance
14 years with Hawaiian Electric Company , Human Resource and Finance
Member - Wealth Strategies Group
Member - Waialae Country Club, Honolulu, HI
Kelly Whalen offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Joseph P. Whalen
Client Services Manager for John Whalen
Graduate - Immaculate Heart Central, Watertown, NY
4 Years Active Service, United States Navy
20 years experience in the Financial Services Industry
Member - Wealth Strategies Group
*Joseph Whalen offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.