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JR Featured on WIMPLE

FEE-ONLY PLANNING BLOG

Jul 05 2022

JR Featured on WIMPLE

J.R. featured on WIMPLE  (May 2022)

Wimple (Wealth Made Simple) is a San Diego-based fintech startup that is building a nationwide matchmaking platform for consumers and financial professionals. The company invited me to create a professional profile on its platform as one of the first financial planners from Hawaii.  As an early adopter, WIMPLE also offered the opportunity to be featured in a YouTube podcast interview. It was one of the most enjoyable interviews I have ever given.  Here’s the Interview on YouTube.

Written by Fee Only Planning Hawaii · Categorized: Financial Planning

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  • Everything is Coming Up Roses (Why I have rarely felt this confident investing)
  • Estate Planning is So Much More Than Drafting Documents
  • JR Featured on WIMPLE
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Recent Posts

  • SVB’s Failure Highlights Bankings’ Dirty Secret in Corporate Cash Management – Quid Pro Quo Lending and Vast Uninsured Deposits
  • Everything is Coming Up Roses (Why I have rarely felt this confident investing)
  • Estate Planning is So Much More Than Drafting Documents

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Copyright © 2023 · Financial Planning Hawaii
Fee-Only Planning Hawaii is a business division of Financial Planning Hawaii, Inc., a state of Hawaii Registered Investment Adviser (CRD#153930). John H. Robinson is the sole owner and founder of Financial Planning Hawaii, Inc. Both John H. Robinson and Laurey L. Shintani also maintain separate broker-dealer and investment advisory relationships with J.W. Cole Financial, a FINRA member broker-dealer, and J.W. Cole Advisors, an SEC-Registered Investment Adviser. Financial Planning Hawaii and J.W.Cole Financial/Advisors are unaffiliated entities. Services provided under Financial Planning Hawaii’s fee-only planning agreement are entirely separate from the financial planning and wealth management services provided under their unaffiliated registered representative and investment adviser representative relationships with J.W. Cole. Fee-only planning clients will NOT be solicited to establish investment accounts through J.W. Cole Financial or J.W. Cole Advisors. Clients who sign Financial Planning Hawaii’s fee-only planning agreement should understand that ongoing portfolio management is NOT part of the agreement.

Both John H. Robinson and Laurey L. Shintani maintain state of Hawaii insurance producer licenses. However, while insurance risk management is included in the financial planning review process, no specific insurance products will be recommended or solicited as per the terms of the fee-only planning agreement.

All prospective clients are encouraged to review John H. Robinson’s and Laurey L. Shintani’s professional and regulatory disclosure histories on the Securities Exchange Commission Investment Adviser Public Disclosure website (SEC IAPD) at https://adviserinfo.sec.gov/